Kennebunk Investment Services
LPL Account View

As a Kennebunk Investment Services customer, you can track your LPL 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 your account history for the last 90 days.
    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.
  • Export your data to a spreadsheet.
    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 need for complex paperwork. It's simple and easy to sign up. Just fill in your account information, email, and phone number and you're done. You create your own user name and password.

Go to the LPL Account View website to learn more, sign up, or log in.

Insurance and Investment Products are:
  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not a Deposit
  • Not Insured By Any Federal Government Agency

Log In to your Account


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