Account View 2.0 - Mobile Account Access

Account View 2.0 - Mobile Account Access

June 03, 2021

LPL released a new version of Account View--Account View 2.0!

What is Account View 2.0?

Account View 2.0 is LPL's newest client portal. It can be used on your mobile devices in addition to your desktop. With the launch, LPL released a client app available in the App Store and Google Play for download. Account View 2.0 on desktop is accessed from the same website as before:

How to sign-up for Account View 2.0?

To access Account View 2.0 and the mobile app, your account will need to be activated. LPL created this brochure and Getting Started summary to help explain the process. If you are a Seasons Financial Group client, please contact the office and we will be happy to assist you. 

Is Account View 2.0 right for you?

Account View 2.0 is a great choice for clients that want to primarily access their portal from mobile devices.

Since Account View 2.0 is new, many third party applications do not yet connect to it. So, if you need Account View to connect to Intuit products like TurboTax, Quicken, or Mint, it may be best to remain in Account View 1.0 until third parties have a chance to update their software.