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Let's open a new door to your financial future
Manage your wealth with an investment portfolio matched to your goals
It's an easy online process that requires only $5,000 to get started. Account view is the primary portal for clients of lpl financial to obtain account information, statements, signup to go paperless and gain easy access to wealthvision and secure documents. For each available account that consumer desires to aggregate on the consumer site, consumer must provide lpl's third party aggregation vendor with the necessary login credentials to access the outside account such as username and password.