Investor360 is Transitioning to Account View
As part of the move to LPL, you’ll have a new way to view your accounts online. LPL Account View will replace Investor360° and give you secure, easy access to your investment accounts.
Here’s what you can expect:
- New account numbers: You’ll receive new account number(s) as part of the transition. If you have automatic deposits or withdrawals set up through a bank, Social Security, or another third party, you’ll need to provide them with your new account number(s).
- Secure online access: Once the transition is complete, you’ll receive access to Account View. We’ll provide more information and walk you through getting set up as we get closer to the conversion date.
- Mobile access: Once your online access is established, you can download the LPL Account View app and log in using your email address and password. The first time you register, LPL will send a verification code to your phone.
- Up-to-date information: During market hours, account values and prices are updated approximately every 20 minutes. Recent transactions may take up to an hour to appear.
- Your household, all in one place: If you choose, you’ll be able to view the accounts in your household together—making it easier to see the big picture.
- Easy to access: Account View works with major internet browsers, including Chrome, Firefox, and Safari. Chrome is LPL’s preferred browser.
Want a sneak peek?
We’ve shared a short Account View video below that walks through the new platform and highlights the features you’ll have available after the transition. It’s a simple way to get familiar with the new experience before you need to use it.
As always, you don’t have to navigate this transition alone. We’ll keep you informed along the way and let you know when there’s something you need to do—and when there’s nothing you need to worry about.