LPL Financial Member FINRA/SIPC 1 Member FINRA/SIPC Account View 1- 201230
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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
Streamlined Navigation Tabular and detailed views
Secure Messaging Trade encrypted messages
Multi Browser Compatible
Safari, FireFox, Internet Explorer
LPL Financial Member FINRA/SIPC 4
One-Time Verification Process
LPL Financial Member FINRA/SIPC 5
One-Time Verification Process
LPL Financial Member FINRA/SIPC 6
One-Time Verification Process
LPL Financial Member FINRA/SIPC 7
One-Time Verification Process
Update Profile
Security Information
Manage Accounts
LPL Financial Member FINRA/SIPC 8
One-Time Verification Process
LPL Financial Member FINRA/SIPC 9
One-Time Verification Process
LPL Financial Member FINRA/SIPC 10
One-Time Verification Process
LPL Financial Member FINRA/SIPC 11
One-Time Verification Process
LPL Financial Member FINRA/SIPC 12
General Site Overview
LPL Financial Member FINRA/SIPC 13
General Site Overview
LPL Financial Member FINRA/SIPC 14
General Site Overview
LPL Financial Member FINRA/SIPC 15
General Site Overview
LPL Financial Member FINRA/SIPC 16
General Site Overview
LPL Financial Member FINRA/SIPC 17
General Site Overview
LPL Financial Member FINRA/SIPC 18
General Site Overview
LPL Financial Member FINRA/SIPC 19
How to Go Paperless
LPL Financial Member FINRA/SIPC 20
How to Go Paperless
LPL Financial Member FINRA/SIPC 21
Managing Your Accounts
LPL Financial Member FINRA/SIPC 22
Managing Your Accounts
LPL Financial Member FINRA/SIPC 23
Managing Your Accounts
LPL Financial Member FINRA/SIPC 24
Managing Your Accounts
LPL Financial Member FINRA/SIPC 25
Password Reset
LPL Financial Member FINRA/SIPC 26
Change Password
LPL Financial Member FINRA/SIPC 27
Change Password
28
Presentation title
Thank you
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