---
title: "Clients"
date: 2025-11-25
author: "Nathan Ingram"
---

# Clients

#  Information for our Clients 

 [ Client Login ](https://accountview.lpl.com/web/login)LPL Account View allows you to access your accounts to review your portfolio performance, get tax forms, and more.

##  Account Contributions & Withdrawals: What You Need to Know 

This guide explains how to handle contributions and withdrawals with your LPL accounts so that there are never any surprises when it comes to accessing your funds.

###  Withdrawing Cash 

For your protection, we need to **verbally confirm** any disbursement request with you. Please contact us to make a disbursement request.

**The earlier you let us know you’ll need funds, the better.** Electronic (ACH) transactions can take up to 5-7 business days to appear in your bank account, especially if we need to sell securities first to free up cash.

**IMPORTANT**: you **cannot** initiate withdrawals yourself through Account View. This is for your protection.

###  Alternative Option: Checkwriting Services 

**Alternative Option: Checkwriting Services**

If you prefer more direct access to the cash in your account, you can enroll in LPL’s check writing services. This is essentially a free checking account linked to your LPL non-retirement account. With this service, you can:

- Write checks directly from your account
- Make debit card purchases
- Use ATM withdrawals from the cash in your account

There’s no extra fee for this service, and it gives you immediate access to the cash portion of your account. If you’re interested in enrolling, please contact Art. If you plan on writing a large check against your account, please contact us first to make sure sufficient cash is available. We can add Margin authorization to your account so that checks will be honored in case there is insufficient cash.

**Need funds urgently?** You can request a wire transfer for a $25 fee. First-party wires submitted by 4:00 PM ET typically process same day. Third-party wires have a 1:00 PM ET cutoff but aren’t guaranteed same-day processing.

###  Making Deposits 

**Non-retirement accounts:**

You can contribute anytime through the [Account View app](https://accountview.lpl.com/) from your linked bank account(s). Transfers submitted before 4:00 PM ET will begin processing the same day. Those submitted after 4:00 PM ET will begin processing the next business day. Transfers can take up to 3 days to settle, excluding weekends and federal holidays.

**Mobile check deposit:** You can also deposit checks through the Account View mobile app into your **non-retirement** account(s). Please email Art afterwards so we can make sure everything is processed correctly.

**Get the Account View mobile app:** Download links: [Android](https://play.google.com/store/apps/details?id=com.lpl.avlpl&hl=en_US) or [iOS (iPhone)](https://apps.apple.com/us/app/lpl-account-view/id1397972267)  
Transferring Positions:** You can transfer outside non-retirement and retirement accounts, as well, by contacting us for assistance.