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Our Technology

Account View

LPL Financial Account View is your personal portal providing a holistic view of your financial life in one secure location.

It’s a collaborative venue where we can share financial information and define and update your goals while developing strategies to pursue those goals. 

What can the Account View do for you? 

What can the Account View do for you? 

It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location. Check out the video below for an overview of Account View.   

Log into Account View

Access Account View

Riskalyze

What can Riskalyze do for you?

What can Riskalyze do for you?

Riskalyze is a cutting edge technology platform that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Knowing your Risk Number® helps us ensure that your portfolio aligns with your investment goals and expectations. After you take the 5 minute Risk Assessment quiz, your advisor will know exactly what you feel comfortable risking in order to gain.  

Learn more about how Riskalyze works. 

Find your Risk number 

Access Riskalyze

LPL Financial is not affiliated with any other entities referenced. 

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