20 Nov
Tech Day Webinar

Description

Join us from the comfort of your home for our Tech Day Webinar. As part of our transition from Commonwealth to LPL Financial, we'll guide you through downloading the new mobile app, registering for Account View, and setting up paperless delivery preferences.

During this virtual session, we'll demonstrate how to access and navigate Account View, LPL's client portal that will replace Investor360° as your online account access platform. We'll also answer questions and provide helpful tips to make your transition as smooth as possible.

For those who would like to get a head start, clients can begin registering for Account View starting November 13, with account information expected to begin appearing as early as November 17.

We look forward to helping you get connected and comfortable with your new LPL online experience.

Date and Time

Fri, Nov 20, 2026

10:30a - 11:30a EST

Location

Microsoft Teams Meeting

PT1H

Event Registration

Will you be able to attend this event?