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

I used to like the app and it worked ok, though slow to load and show the data. However, since the latest "fix" it doesn't load the data at all! Your "fix" broke it! I deleted the app and reinstalled it. yeah! its working again and even opens the data faster than before. I changed my rating from one star to 5. though I don't "use" the app I only watch my balances.

This app locks up every single time I use it. I open the app, it goes to the main screen and everything is a blur while it's loading. It will sit like that forever. Every single time, I have to close the app and reopen it, then it will work fine. 6/2/26 Now the app doesn't work at all. It just sits and spins. I'm about to take my money elsewhere. 6/7/26 Emailed developer and TVAMP a week ago. No response from anyone.

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.

What’s new

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