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.

Ratings and reviews

This is one of the most buggy apps I have ever had the misfortune of using. These bugs include: 1. The x-axis scale of my value over time graph is completely wrong. I have to hover over a specific data point to see the correct date. 2. The different displays for total asset value and the value over time change do not say when they were last updated, because they do not match up. 3. The login screen does not work with Google Autofill; it displays my password in the username box as well.

Update 7/19/2023: still 1 star. Although the data breach problem from early 2021 has been fixed, I can no longer view / download my monthly statements. When I try, I get an error message that storage permission is required. But when I go to the app's permission it says no permissions denied and there is no way to grant storage. And don't bother trying to email them to report a problem. I tried in December 2022 about this and never even got an acknowledgement of my email.

Seema to get in trouble trying to log in and failing the first time. Changing the password throws you back to the main portal and it does not seem to recognize you or it's password. Using this portals (windows or ANDROID) to get Tax information has proven terrible and now I am foreseeing an afternoon wasted. M&T should just send the 1099s like they always have. Or invest I na better online experience provider and

What's new

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