LPL Account View

Investor experience mobile app will allow clients to access their investment account information whenever and wherever they want. Mobile Apps are table stakes in the financial services industry, and investors have increasingly high expectations about the level of interaction and information available on their mobile devices. Clients will receive timely alerts via push notification for portfolio milestones and also they can view tax forms, statements and trade confirmations in one place. Using touch/face id (device driven) they can quickly and conveniently access their account information. Asset allocation and client goals will give the opportunity to gather a complete view of the investor’s assets, providing the investor with better service.
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What's New

We’re always improving the app, making it better for you and your experience. With this release, we’ve further improved:
• Minor performance and security enhancements
• Filtering by portfolio manager for MWP
• Periodically updating data during open market hours
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Additional Information

Updated
September 18, 2019
Size
7.8M
Installs
500+
Current Version
1.4.0
Requires Android
5.0 and up
Content Rating
Everyone
Permissions
Offered By
LPL Financial LLC
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