Can I access my Personal Financial Dashboard from my smartphone or tablet?
Yes, your Personal Financial Dashboard can be added to the home screen of your smartphone or tablet as a mobile bookmark. Click here to download the setup guide.
How do I register for online account access?
If you are a client of Lucia Capital Group, visit our Client Support page to request access to LPL Account View, your Personal Financial Dashboard, or the LCG Reporting Portal.
What if I have questions regarding my investments, portfolio, and/or performance?
For questions regarding your account, investments, or performance, please contact your financial advisor at (800) 644-1150 or complete a Client Support ticket.
What is Account View?
Provided by LPL Financial, Account View provides many benefits detailed below:
- It provides accurate information about your investments—at your fingertips.
- Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft.
- It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed.
- A simple interface allows easy navigation through accounts, positions, transactions and statements; and provides an intuitive, clear experience.
I forgot my username and/or password to LPL Account View. Now what?
Your LPL Account View username is your email. If you misplaced your LPL Account View password, please follow the account recovery instructions by clicking on the Forgot Password link on the Account View site. If you still require assistance, please contact your advisor. Please note that while your financial advisor cannot help you recover a lost or forgotten password, they can send you a link to you to reset your password.
