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How to Access LPL AccountView Tax Documents

1. Go to the AccountView Portal
• https://www.accountview.com
  (Note: Your financial advisor may also provide a custom link.)
2. Log in to Your Account
• Enter your username and password.
• If you haven't registered, you can select “Sign Up” or contact your advisor for an invite.
3. Navigate to Tax Documents
• Once logged in, go to the Documents or Statements & Tax Documents section.
• Select the appropriate tax year.
• Look for forms such as:
• 1099 Composite
• 1099-R (if applicable)
• 1042-S (for non-resident accounts)
• Year-End Summary
4. Download or Print
• Click to view/download the PDF versions for your records or to share with your tax preparer.

Need Help?

If you have trouble finding your tax documents:

• Contact your financial advisor directly.
• Call LPL Client Services: 1-800-558-7567

Use the “Forgot Password” or “Help” links on the AccountView site if login issues occur.

How to Navigate AccountView as an LPL Client

1. Access the LPL Client Portal:
• Usually, LPL clients log in through their financial advisor’s specific LPL Client Portal link.
• Your advisor should have provided you with a unique login URL or instructions.
• It might be something like: https://clientaccountview.lpl.com or through your advisor’s website.
2. Log In:
• Enter your username and password.
• If you don’t have login credentials yet, contact your advisor to get your account set up.
3. Dashboard Overview:
• After logging in, you’ll land on a dashboard showing an overview of your accounts.
• This typically includes account balances, recent transactions, holdings, and performance.
4. Navigation Menu:
• Look for a navigation panel or menu (usually on the left or top).
• Common sections include:
• Accounts — to view details of each account you hold.
• Performance — charts and reports on how your investments have performed.
• Documents — statements, tax documents, and reports.
• Transactions — recent trades, deposits, or withdrawals.
• Messages or Communication — for messages from your advisor.
5. Viewing Specific Account Information:
• Click on an account name or number to see more detailed info such as:
• Asset allocation
• Positions
• Recent activity
• Account statements (downloadable PDFs)
6. Generate Reports or Statements:
• In the Documents or Reports section, you can often generate or download statements and tax documents.
7. Security Settings:
• You can update your password, set up two-factor authentication, or manage alerts.

Tips

• If you’re having trouble accessing or navigating AccountView, reach out to your LPL advisor directly. They can provide step-by-step guidance or reset your login if needed.
• Make sure your browser is up to date for the best experience.

LPL has created an app for both iPhone and Android users. We have step by step instructions below.

Here’s a straightforward guide to using the AccountView 2.0 mobile app for iOS and Android:

AccountView 2.0 Mobile App Instructions

1. Download the App:
• For iOS: Open the App Store, search for “AccountView 2.0”, and install.
• For Android: Open Google Play Store, search “AccountView 2.0”, and install.
2. Open the App:
• Launch the app on your device.
3. Log In:
• Enter the username and password provided by your LPL advisor.
• If you don’t have credentials, contact your advisor to set up access.
4. Navigate the App:
• Dashboard: View your account summaries and recent activity.
• Accounts: Check detailed balances and holdings.
• Documents: Access statements, tax forms, and reports.
• Performance: Review portfolio performance charts.
• Messages: Communicate with your advisor if available.
5. Settings:
• Update your password and enable security features like biometric login or two-factor authentication if offered.

Tips:

• Keep the app updated for the best experience.
• If you encounter issues logging in or using features, contact your LPL advisor for help.

Fees for investment advisory services are based on the size of the portfolio being managed and are as follows:

• Up to $999,999: 1.5% annually
• $1,000,000 to $1,999,999: 1.25% annually
• $2,000,000 to 5,000,000: 1.00% annually
• $5,000,001 or more: 0.75% annually

360 Wealth Management provides financial planning services to individuals based on their unique financial goals. Each financial plan provided by our firm is customized based on the specific needs of the client. Updates to each plan are performed on an as needed based as determined by the client. This service is ideal for individuals who do not have ongoing portfolio management needs, those without a comprehensive financial plan, or those seeking an objective review of their existing financial plan. We also provide assistance with special projects as needed. 

Fees for financial planning services are based on the estimated amount of time needed to complete the project. Fees range from $3,000 to $10,000 for this service.