Access LPL Financial Account

As an Ixonia Wealth Management customer, you can track your LPL Financial investments using LPL Account View; a powerful, easy-to-use tool from LPL Financial. LPL Account View provides detailed data about your holdings, including equity and mutual fund fundamentals.

See 90 days of account history

Your account activities – buys, sells, dividends, money market transactions – are available for review. You can sort data any way you wish, and filter out transactions, if you choose to do so.

Export data to a spreadsheet

It's a simple 1-2 step to export any available data to an Excel® spreadsheet file. Then import the spreadsheet into any compatible application.

Sign up in minutes

No complex paperwork. No headaches. It's simple to sign up – all you need to do is fill in your account information, email, and phone number. Create your own user name and password.

Go to the LPL Account View website to learn more and sign up.

 lpl account view

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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