Login Into Your Investment Accounts
LPL Financial AccountView Website
Log into your investment accounts directly on the LPL Financial client website.
Coastal's Digital Banking Website
You can also likely access your investment accounts through Coastal's digital banking app.
There is also a feature to "Link an Account" that will allow you to login in and link your investment account to your Coastal digital banking access. Note that not all investment and insurance firms are listed as an option.