Welcome to Account View! This is an exciting service that gives you the capability to view your account on line. It is designed to provide access to investment positions, money fund balances and a 90-day history of account transactions. If you have any account questions after your viewing, please call our office.

To sign up for account view, simply press the "Logon to Account View" button below. When the first screen appears, you'll need to enter your residence state and press "Submit." This will bring you to our LPL website. From here, press "LPL Account View" in the upper right-hand corner. At the LPL Account View screen, select the bottom button to "Sign Up for Account View." You'll need to have all of your account numbers, the primary social security number for each account and your email address handy. Once you've completed the registration process, give us a call to activate your account.

For those of you who are already registered, please click on the Account View button below. This will transfer you to our Linsco/Private Ledger web page. Once you are there, click on the LPL Account View button located on the top of the page. From that point simply follow the on-screen instructions.

We hope you like this service. Please email your comments to us at summit.planning@lpl.com.

Thank you for your continued trust and business.