Dean, Jacobson Financial Services, LLC
Accounts
Online management of accounts is done through
LPL Financial's Account View system.

Click to Log In to Account View

Through LPL Account View, our clients can access their account information 24 hours a day, 7 days a week via our Web Site. Once signed up for LPL Account View, clients will have access to:

  • Account Balances & Summaries
  • Online Statement View & Discontinuing Paper Statements
  • Positions & Portfolio Views
  • Transaction Detail
  • Customized Portfolio View
  • Premier & Premium Plus Checking / Visa Detail
To sign up for LPL Account View, click here.

For additional tools and resources, visit LPL's Dean-Jacobson web site:
http://www.lpl.com/dean.jacobson
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