LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your mobile device.
If you are a client of an LPL Financial advisor, please contact your advisor to gain mobile access to the new Account View.
Summary of Main Features:
•Easily search your client lists and view client portfolio information, including account detail, positions, transactions and statements
•Communicate with your clients via secure messages
•View current market data and portfolio performance information.
•Quickly view LPL Financial Research daily commentary and videos.
•Stay connected with the LPL Financial Twitter feed.
PLEASE READ THIS IMPORTANT INFORMATION
Application system availability and response times are subject to mobile connection limitations.
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