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GET TO KNOW ACCOUNT VIEW 2.0

Keeping You Connected

The power of human connection has never been more important.

Your relationships with your friends and family are naturally top of mind, but your financial wellness likely is as well. To make it even easier for you to stay connected with your financial professional and your information, you need the right technology.

As the partner dedicated to supporting your financial professional, LPL is here to deliver that technology. The Account View 2.0 mobile app and desktop portal brings enhanced capabilities, so you can access your information from
anywhere, anytime. This allows you to focus on your financial aspirations and how you’re trending toward your goals.

With a modernized dashboard, you get a simple view of your account information so you can see everything in one easy-to-understand view. Connectivity and convenience—that’s what the Account View 2.0 experience delivers.

To help you get a feel for this new technology, we’ve provided the information and resources you’ll need to get started with
Account View 2.0.



This material was prepared by LPL Financial.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

MC-1320700-1022 Tracking #1-05352317 (Exp. 1/25)