LPL Account View

LPL Financial LLC

About this app

Activation Required: please contact your Financial Professional for access prior to downloading.

Account View mobile enables you to keep track of your investment accounts anytime and anywhere with key features including:
· Biometric login available for your security and convenience
· Account balances and position information updated throughout the trading day
· Monitor transaction activity including purchases, sales, deposits, and withdrawals
· View account documents including statements and confirmations
· Tracking tools for monitoring financial goals
· And more

Ratings and reviews

Just installed the latest version on my new phone. It tells me to input my credentials, then says valid credentials are required to login after I enter them. I tried doing the same credentials from a browser, and it works fine. A "Show password" option might be all that is needed.

Crashes after I input my login credentials. Used to work. Update: 5/20/23 Works again.

UPDATE 2/4/2021 Instead of "improving" a chart, fix the bugs. Still seeing trades that aren't mine... I am seeing someone else's trades when looking at the realized gains & losses for my account. Not just a problem with the app but the web site as well. This never happened on AccountView 1.0. It started when my advisor "upgraded" me to AV 2.0 so I could use the app. I wonder how much of *my* data other LPL clients can see? This is a SERIOUS data leak.

What's new

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