Kennebunk Investment Services
LPL Account View

As a Kennebunk Investment Services customer, you can track your LPL investments using LPL Account View: a powerful, easy-to-use tool from LPL Financial. LPL Account View provides detailed data about your holdings, including equity and mutual fund fundamentals:

  • See your account history for the last 90 days.
    Your account activities—buys, sells, dividends, money market transactions—are available for review. You can sort data any way you wish and filter out transactions, if you choose to.
  • Export your data to a spreadsheet.
    A simple 1-2 step to export any available data to an Excel® spreadsheet file. Then import the spreadsheet into any compatible application.
  • Sign up in minutes.
    No need for complex paperwork. It's simple and easy to sign up. Just fill in your account information, email, and phone number and you're done. You create your own user name and password.

Go to the LPL Account View website to learn more, sign up, or log in.

Insurance and Investment Products are:
  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not a Deposit
  • Not Insured By Any Federal Government Agency

Insurance and Fixed Annuity products are offered by Kennebunk Savings Insurance, a subsidiary of Kennebunk Savings Bank.

Securities, Advisory Services and Insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial is a SEC Registered Investment Advisor. Kennebunk Savings Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

Registered Representatives of LPL Financial whose identities and associations with Kennebunk Financial Services are disclosed on this site may only discuss or transact securities business with residents of the following states: CA, CO, CT, FL, IL, MA, MD, ME, MI, NC, NH, NY, VA, VI, VT.

LPL Financial is one of the nation's leading financial services companies and largest independent broker/dealer**. Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to approx. 12,489 financial advisors, 768 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $259 billion in brokerage and advisory assets as of June 30, 2009.

**Based on total revenues, Financial Planning magazine, June 1996 - 2009

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