Account View. 1-201230. Agenda. Platform Features One-Time Verification Process General Site Overview How to Go Paperless Managing Accounts Password Reset Q & A. Platform Features. Streamlined Navigation Tabular and detailed views Secure Messaging Trade encrypted messages - PowerPoint PPT Presentation
Transcript of Account View
LPL Financial Member FINRA/SIPC 1
Member FINRA/SIPC
Account View
1-201230
LPL Financial Member FINRA/SIPC 2
Agenda
Platform Features
One-Time Verification Process
General Site Overview
How to Go Paperless
Managing Accounts
Password Reset
Q & A
LPL Financial Member FINRA/SIPC 3
Platform Features
Secure, 24-hour access Capcha and site key authentication
“Go Green” Statements, trade confirmations & soon
prospectus receipts
Mobile Access iPhone, iPad, or Android device
Customizable Graphics Asset allocation and value over time