LPL Account View

Published by: LPL FINANCIAL

Description

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.
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LPL Account View FAQ

  • Is LPL Account View free?

    Yes, LPL Account View is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is LPL Account View legit?

    ⚠️ The LPL Account View app has poor ratings and negative feedback. Users seem unsatisfied with its performance or features.

    Thanks for the vote

  • How much does LPL Account View cost?

    LPL Account View is free.

  • What is LPL Account View revenue?

    To get estimated revenue of LPL Account View app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

2.98 out of 5

408 ratings in United States

5 star
142
4 star
45
3 star
28
2 star
48
1 star
145
Ratings History

LPL Account View Reviews

iPhone SE sizing issues

TRBLAPPSTORE! on

United States

Maybe the app works, but I can’t tell for sure because there are issues with scaling on the iPhone SE

Can’t deposit checks

666causenotonothing on

United States

Using iPhone and keeps saying image quality errors for depositing checks. No issues with other banking apps only this one.

Not great

Heathbn on

United States

I’m quite frustrated with the current design of your app. It lacks the sophistication and user-friendliness of established platforms like Fidelity. While I’ve noticed some improvements, it still falls short in several areas. One of the major annoyances is the excessive pop-up notifications. They interrupt my experience when all I want is to review my account data. It's incredibly distracting and takes away from what should be a straightforward task. Overall, I feel that significant enhancements are necessary, and they need to happen quickly. At this point, I’m not convinced of the added value your app provides, and I’m seriously considering transferring my funds to a platform that offers a more seamless user experience.

Useless

Chris496 on

United States

The login screen is so oversized I can’t even enter my username and password.

Daily Market Update

keaggy220 on

United States

Please make the Daily Market update in larger font. It’s impossible to read on an iPhone. The rest of the app is good.

Infuriating

Anonanit on

United States

It seems like the people who wrote this app have. It seem any other financial apps in their lifetimes. 1. Extremely user unfriendly. 2. Unintuitive. 3. Lacks basic details regarding investment positions. 4. Certain details are available only in landscape mode. Others are only in portrait mode. So, we have to keep rotating the phone back and forth. Gives me a headache. I have been planning to move my investments to a different advisor just to get a App. I think I’m going to pull the plug now. The loser will be my poor advisor. She is good. But unfortunately I can tolerate this crappy app anymore.

Passcode not working

Ginnadog on

United States

Have not been able to use a passcode for several weeks. Deleted and reinstalled app but still unable to set it up. Used to work with no problem.

Glitchy and difficult

Ahn6784$&&; on

United States

This app is very user-unfriendly and is difficult to use, constantly glitches, gives incorrect dates at times, and is the worst financial app I’ve ever used.

Worst app ever!

Sebastian A. Salazar on

United States

Consider advising your financial advisor to use a different app. Unfortunately, my experience with this one has been disappointing. For 2-3 weeks, it displayed incorrect total investment amounts, which is a significant issue.

Doesn’t Work

EmmettHR on

United States

Hasn’t worked since the last two updates. Not able to log into app. App displays Action Required; unable to display data. Website works fine.

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App Info

Category
Finance
Publisher
LPL FINANCIAL
Languages
English, French, Spanish
Recent release
2.1.1 (1 month ago )
Released on
May 8, 2019 (6 years ago )
Also available in
United States
Last Updated
1 week ago
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