Account View Login Instructions

LPL Financial Account View

Ridgetown Investments is pleased to offer you a convenient service that enables you to view your account information anytime, anywhere via our website at

LPL Financial Account View is an easy and effective way to view your account information online – at no cost to you.  To sign up, just visit our website at, click on the LPL Financial Account View icon and follow the simple step-by-step instructions.

For registration, please reference the following:        Account Number:  ________________

                                                                                    Username: ______________________

                                                                                    Password: _______________________

Within a few days, you will receive a welcome letter with your activation code and instructions.  Once LPL Financial Account View is activated, you can access:

  • Statements for Brokerage & Advisory Accounts

Eliminate the mailing of paper statements and view your monthly LPL Financial Statements and/or Advisory Performance Reports online

  • Account balances and summaries

Switch easily between accounts and view aggregate of all account balances, funds available, holdings and transactions

  • Positions and portfolio views

See multiple views of your account holdings, including today’s intra-day delayed prices along with stock and mutual fund fundamentals

  • Transaction detail

Access account transaction details, including dividends, reinvestments and checks

In addition to LPL Financial Account View, be sure to take advantage of the comprehensive range of financial tools on our website, including:

  • Market data
  • Interactive investment calculators
  • Semi-Annual newsletter
  • Links to other websites of interest
  • And much more

Once your account is established you can also access Account View through the following URL:

If you have any questions, please feel free to call our office at 616-606-9100.

Securities offered through LPL Financial, Member FINRA/SIPC