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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Make tax time easier for your clients with paperless tax forms. Showcase the features of Account View 2.0 to your clients and increase your value by helping them see how you’re leveraging technology to make their lives more convenient. Learn more: http://ow.ly/XKHt50HR845 | #LPLThrivalist | LPL Financial
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At #LPLFocus, Mike Holtschlag shared exciting updates to our cash management and lending solutions — from digital account opening to a more integrated lending experience. These enhancements help advisors simplify their clients’ financial lives. | LPL Financial
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