Account View App Features

The main tabs in the app are Overview, Positions, Documents, and More. For even more assistance, check out this helpful guide: Get to Know Account View.

Overview Tab

In the Overview tab, easily see your current account balances and activity.

Under the Daily Market Update section, you'll see a short LPL Financial report on market activity.

Positions Tab

The Positions tab shows holdings in each account and estimated income from dividends.

Documents Tab

Under the Statements Section, you can view, download, and print any of your statements for all of your accounts.

All your tax documents can be found any time you need them in the Tax Forms Section.

Use the My Files Section to securely send us documents (like an outside account statement or Social Security estimate).  You can also use this section to view any documents we have shared with you (such as letters or check copies).

More Tab

There are several handy items under this tab, such as:

Create your own Verification of Deposit Letter in the Balances Section. This can be useful if you are applying for a mortgage or loan.

Transfer Money and Deposit a Check Sections make it easy to deposit checks or move cash in your non-retirement accounts. Do you want to set up or update regular account contributions or distributions? Let Heather or me know.

Clicking on Settings and then Paperless Settings lets you choose paper or paperless statements and other documents. There are many options here to customize what you receive in your mailbox.

Access your account faster and more smoothly by activating Biometrics or a Passcode under the Security Settings section.

Choose Settings, then Edit Account Nicknames to create your own account titles.

Under Settings and Fee Schedule, you will be directed to an LPL Financial page describing various fees that may or may not affect you (depends on transaction type and account type). These are generally in addition to Arbutus Wealth Management fees.