Account View is our clients’ secure, 24-hour online access to their investment account information, which can be accessed from a computer, tablet or smartphone.
Understanding Your Account
1. Easily view the total portfolio value for all of your accounts at the top of the homepage.
2. Monitor individual account balances, deposits, and withdrawals and investment returns.
3. Distinguish between accounts held at LPL and those held outside, and check balances for outside accounts.
4. Keep track of how your investments performed at a specific time or over a period of time by simply hovering over the value over time chart.
5. View account performance by time period using the time selector tool.
6. Receive statements, tax documents, and trade confirmations electronically with eDelivery.
Step By Step Instructions On How to Access Your Account View
1. After you open an account with Gerber Kawasaki, you will receive a welcome email. The welcome email will be sent to you with your LPL account number and username to activate your account view profile.
2. A second email will be sent with the activation link.
3. You will use the instructions from the first welcome email and the activation link from the second email to log in for the first time.
4. Please note, the activation link will expire after 24 hours. Feel free to reach out if you need it resent.
5. Once clicking the activation link, enter the last 4 digits of your Social Security Number or Tax ID Number, your LPL Financial Account Number and your Zip or Postal Code. (The zip code and SSN you enter have to match what is on the account.)
6. Once you have entered your information, click Continue.
7. Create your own password. Take note of the Password requirements when choosing your password.
8. You will be directed to your Account View homepage where you can begin viewing your account details, statements, and much more!
We encourage all of our clients to go paperless once you are logged into your account view profile. You can eliminate mailings and enjoy online access of your statements and trade confirmations by clicking Go Paperless. You have secure and private access to view these documents online Account View.
If you have any questions and/or comments about accessing your Account View, please feel free to contact us at (310) 441-9393 or email us at firstname.lastname@example.org.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Gerber Kawasaki, a registered investment advisor. Gerber Kawasaki and Gerber Kawasaki Wealth & Investment Management are separate entities from LPL Financial.