LPL Account Holdings and Statements

                                          Account View


.   This service enables you to see your Brokerage account:

  • Current Cash Money Market Balances
  • Current Account Holdings
  • Current Statements
  • Previous Statements
  • Tax Documentation 
  • Account Documentation                                                 

  Please click the link below to access your account values and statements:




First TIme Users;

You must register and apply for online access to your accounts. Please call our office at (203) 271-9220  if you need any assistance or have any questions.



PLEASE NOTE: The link(s) provided is strictly a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.