• LPL Account View

    Financial planning at your fingertips. Monitor your accounts, manage your future.

    Current LPL Account View customers: Complete a one-time verification
  • 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  


    Explore LPL Account View

    Home View
    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?

    View Demo

    Get Started With LPL Account View

    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.

    Current LPL Account View Customers: Enhanced LPL Account View is Here

    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.  

    One-Time Verification
    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.

  • Ready to get started with LPL Account View?

    One of our LPL financial advisors will help you connect your investment accounts with your LPL Account View Login.

    Retirement Planning

    Don’t wait. Invest now for your retirement and enjoy life down the road.
    For technical assistance with logging in to LPL Account View, send us an email
    or call us at 1-800-421-0004 Mon. - Fri. 6 a.m. to 9 p.m. ET Sat. - Sun. 8 a.m. to 6 p.m. ET

INVESTMENTS AND INSURANCE: Are not deposits • Are not FDIC-insured • Are not insured by any Federal Government Agency • Are not guaranteed by the Bank • May go down in value

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 and investment advisory products and services are offered on the premises of First Niagara branches by LPL Financial LLC, a registered broker/dealer and registered investment advisor, Member FINRA/SIPC. Insurance products are offered on the premises of First Niagara branches by LPL Financial LLC or its licensed affiliates. First Niagara Investment Services is the delivery and distribution channel for investment and insurance products and services offered by LPL Financial LLC on the premises of First Niagara branches. First Niagara Bank, N.A. and First Niagara Investment Services are not registered broker/dealers or investment advisors, nor are they affiliated with LPL Financial LLC.


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