LPL Account View

LPL Financial LLC

About this app

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 support on Android device with OS 8 or later.

Ratings and reviews

Doesn't update timely at all. Often have to keep refreshing over and over to get any updates to take. Or just wait for days to get days old days as it is. It is still showing numbers from Wednesday and nothing from past 3 days. Doesn't link with other apps just says something went wrong when trying to link in other apps to consolidate. Far too much hassle to see info on MY money.

Buggy, forgots my log in information constantly. Very ugly interface. I'm really considering dropping my financial advisor because of how bad this is. This is not a professional program. Looks like they made it with WordPress

Not bad, but I can not find anywhere in the app to show time or money weighted performance over time as a percentage rather than just change in dollar amount. Also, half the time I have to force close to get the login screen.

What’s new

We’ve enhanced your experience with ongoing maintenance and bug fixes.