Account View

account view key investing

We are excited to invite you to gain access to the Account View site.

Accessed from a computer, tablet or smartphone, Account View is your secure, convenient, 24-hour online access to your investment account information. You are able to create your own profile quickly and easily. You can access Account View by visiting or you may also access the link from our home page From your desktop computer, select Sign up for Account View on the login page. For detailed instructions, please reference the attached Getting Started with Account View guide.

Please Note: We recommend that you create one profile per person in your household, to ensure that paperless options can be selected on all accounts. To add all of your household’s accounts (for viewing purposes) to each individual profile, please contact our office.

For an overview of the site, watch the Account View video.

Please feel free to call our office for more information at 408-551-6100 or toll free 800-927-8314 or send us an email by completing the form below.

As always, thank you for your business.


Best Regards,

Retirement Capital Strategies

LPL Financial
1190 Saratoga Ave., Ste. 140
San Jose, CA  95129
Phone 408-551-6100

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