LPL Financial Mobile

1.6
126 reviews
10K+
Downloads
Content rating
Everyone
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About this app

LPL Financial Mobile, exclusively for LPL Financial Professionals, 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 Professional, please contact your Financial Professional 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

The LPL Financial Mobile application is for use by LPL Financial Professionals, whose access to the application must be registered with LPL Financial through LPL Financial ClientWorks platform prior to use of the application. Use of LPL Financial Mobile is subject to terms of use, including those set forth in the Technology Subscription Agreement entered into between LPL Financial Professionals and LPL Financial, and the LPL Financial Privacy Notice. By using LPL Financial Mobile, users automatically agree to all such terms, which are subject to change by LPL Financial at any time.

Application system availability and response times are subject to mobile connection limitations.

LPL®, LPL Financial® and the LPL Financial logo are registered trademarks of LPL Financial.

2021 LPL Financial LLC. ALL Rights reserved. Member FINRA/SIPC.
Updated on
Jan 29, 2021

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available
1.6
126 reviews
Kevin Angus
August 15, 2022
Installed, then needed to go thru a different site, input several lengthy security codes, from sources I hadn't seen on their site. And I'd been on the site 30 seconds earlier. It's easier to get a new security code each time, going thru their main site. Immediate Uninstall. I'm glad I didn't waste effort on a 1.6 rated app. Scoring system needs half a star, zero, and negative numbers ( apparently, from other attempted users, not even secure!).
5 people found this review helpful
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Kimber Wilson-Sorrels
July 15, 2021
Don't waste time installing! Uninstalling. App doesn't work. Doesn't let you authenticate/register device, log into account or anything. Even tried downloading their lpl authentication app... that was completely useless as well. Don't waste your time. Whoever is the developer of this companies apps should be fired because these apps are completely pointless and don't even work properly.
10 people found this review helpful
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Jason Maile
February 2, 2021
Going on five weeks without a resolution to an app issue. The app was working fine but it suddenly stopped working. When I went to reinstall the app the Credential ID field to register the app in ClientWorks came up empty so it cannot be registered which means it is not working on my phone. Typically the Credential ID is self generated, and then this ID is used to register the phone. I submitted a report but as of this post there has been no resolution. Pathetic!
10 people found this review helpful
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What's new

This release includes updates to support the latest operating systems and bug fixes.