LPL Account View vs First Interstate Wealth Mgmt

Get fast and secure access to your LPL accounts all from the convenience from your mobile device. LPL Financial’s Account View app provides a range of financial solutions that align with your needs, so you can focus on your financial aspirations and see how you’re trending toward your goals. LPL Financial’s Account View mobile app features include: Monitor accounts • Track your total portfolio in a single location • View total portfolio value, including the ability to look at value over different time periods • Watch your account balances and position information updated throughout the trading day • Monitor transaction activity including purchases, sales, deposits, and withdrawals • Analyze your exact allocations across all asset classes Account Management • Easily self-enroll in paperless delivery options • View account documents, including statements and confirmations Daily Market Updates • Get investment research and daily market updates Accessibility and security • Biometric login available for your security and convenience • Enhanced security with 2-factor authentication option We are committed to continuing to evolve the products and innovative solutions we provide to help you stay informed about your investment accounts. LPL Account View is supported on iOS devices with iOS 15 and later.

The First Interstate Wealth Management mobile app lets you view holdings, performance, gain/loss, transactions, and documents while you're on the move. The app contains a dashboard summarizing your investments, a graph of your investments over time and provides a landscape view for more detailed views of your accounts. You can easily monitor and stay connected to your Wealth Management accounts anytime. Access to the app requires a First Interstate Wealth Management relationship. Contact your Wealth Advisor or Trust Specialist for additional information.