Tech Minute - Account View is the LPL Financial Client Account Portal
Tech Minute - Account View is the LPL Financial Client Account Portal
Sep 16, 2016
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Our modern and mobile-friendly Account View 2.0 portal puts advisors in the driver’s seat. From branding and customization features to per-client access and views, our latest tech enhancements are entirely customizable. Christopher Demarest, #LPLAdvisor at Blackbridge Financial, shares why Account View is at the center of his practice: http://ow.ly/xPr150HR6OE #LPLAdvisorShowcase | LPL Financial
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At LPL, advisors choose what they sell, who they serve and how they want to partner with us. | LPL Financial
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