Take your investment planning to the next level. LPL Account View gives you access to your investment planning information, like account balances, portfolio growth, quotes, investment allocation and tracking. Log in to your account from your computer, tablet or smartphone.
View the LPL Account View Brochure
To get answers to Frequently Asked Questions and explore features and benefits, download the
LPL Account View Brochure
Get the big picture in your Home View. Access and download your basic account summary and bottom line. Choose how to visually group investments by account type, asset classes and security type. Keep up to date with instant Market Data and Financial Headlines.
If you have any questions while signed in to LPL Account View, securely contact one of our LPL financial advisors at any time in the upper right.
Switch between your total aggregated balance and select account balance. Get an up-to-date market value of portfolio, asset allocation and account value over time. Create convenient nicknames to help manage your accounts.
View detailed account positions, stock daily price and mutual fund information. Group accounts by account type, asset classes and security type. Quickly and easily export your account details into a CSV or Excel file to view later.
Want to see more about how LPL Account View can help your investment planning?
Work with a financial advisor
When you meet with one of our LPL financial advisors you’ll need to provide a list of your account numbers and primary Social Security Number that will be associated with the accounts.
Connect your investment accounts and LPL Account View login
You and one of our LPL financial advisors will work together to create an LPL Account View login and integrate your accounts.
Contact one of our LPL financial advisors
to begin using LPL Account View.
You’ll notice a new look to the program and added benefits like investment charts to help you track better, and the ability to “go green” with your statements.
Get answers to Frequently Asked Questions about LPL Account View and
explore the LPL Account View enhancements.
The first time you access your account after October 28, 2013, you will be required to go through a one-time verification process to begin using the enhanced version. You will be prompted to enter your existing username and password and answer a series of security questions.
Log in to LPL Account View and begin your one-time verification.
Download the One-Time Verification Process to follow detailed steps on verifying your account.
INVESTMENTS AND INSURANCE: Are not deposits • Are not FDIC insured • Are not guaranteed by the Bank • May go down in value • Are not insured by any Federal Government Agency
The carrier sites are hosted and operated by third parties that are not affiliated with First Niagara. These sites may have security and other policies that differ from ours.
Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products are offered through LPL Financial or its licensed affiliates.
First Niagara Bank, N.A. and First Niagara Investment Services are not registered broker/dealers nor are they affiliated with LPL Financial.
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