Coming Early 2026: To further strengthen protection and security, you may notice a slightly new login experience, including a prompt to enter an email or phone number to log in.

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Account View is the primary portal for clients of LPL Financial to obtain account information, statements, signup to Go Paperless and gain easy access to WealthVision and Secure Documents.

For each available account that Consumer desires to aggregate on the Consumer Site, Consumer must provide LPL's third party aggregation vendor with the necessary login credentials to access the …

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