1
Home Page
   
Click on the above link to return to our Home Page

WHAT IS ACCOUNT VIEW

 

Account View offers clients online access to portfolio tracking tools, printable versions of account statements, account summaries and more right from a representative's website, 24 hours a day, seven days a week.

 

Once you sign up for LPL Account View, you will have access to:

  • LPL Statements and Advisory Performance Reports

       Ability to discontinue mailed copies

  • Advisory Performance Reports
  • Cost basis
  • Account summaries
  • Ability to switch easily between accounts
  • View aggregate of all account balances, funds, holdings & transactions
  • Transaction detail
  • View dividends & money market activity
  • Filter & sort transaction detail

Graphical portfolio views

  • Ability to see multiple views of your account holdings, including today’s intraday delayed prices, stock fundamentals & mutual fund fundamentals
  • Market data
  • Mutual fund quotes & 20-minute delayed quotes for stocks & option

Call Deb at 267-6766 to sign up for account view access or click here to e-mail your request

Back to Your Vision

  
1.888.942.6100
Account Login | Contact Us
Securities, Financial Planning, and Advisory Services Offered
2007 ALDERFER BERGEN & Co.  
Through LPL Financial FINRA/ SIPC
The LPL registered representatives of Alderfer Bergen & Co. may only discuss securities or transact business with persons who are residents of
AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, MI, OH, SC, TX, VA, WA  or WI