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Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA / SIPC. Please refer to the Disclaimer page for limitations and conditions regarding this application. Features in the Accounts Held at LPL section Click on the Account Name to open the context menu. You can then click “view details”, “Positions”, “Transactions”, or “Statements” to go directly to that information for the selected account. Go back Working with the Home Page The Service currently provides an account aggregation function called Connections that allows Consumer to view, in a single location on the Consumer Site, consolidated financial information from such accounts that Consumer maintains at various financial institutions as Consumer may designate from time to time ( Outside Accounts ). Security Information Last Revised Security is one of the pillars upon which eMoney Advisor was built, and we are proud of the system we have implemented to protect the security and integrity of your data throughout every component of the eMoney Advisor service. Your data is secured through a combination of technology, system design and architecture and strict policies and procedures. The Accounts Held Outside of LPL section displays information about each networked outside account in your portfolio. Description of each column in the Accounts Held Outside of LPL section: Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA / SIPC. Please refer to the Disclaimer page for limitations and conditions regarding this application. Account View Home Introduction to Account View for Advisors Introduction to Account View for Advisors 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. Privacy Notice Last Revised Click on the following link to access eMoney's Privacy Notice: LPL Privacy Notice.

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