LPL Account View

3.5
422 reviews
50K+
Downloads
Content rating
Everyone
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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.
Updated on
May 21, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Files and docs, and Device or other IDs
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

3.6
414 reviews
tryscorer1
May 21, 2025
I can see my accounts in LPL but what's the purpose of "Wealthvision" if it's never going to work. I log online on my computer and I can see everything fine. however I go into WealthVision on the app and it's telling me there's an error or I dont not have authorization or access this information. It's going on nearly a year this has been happening. someone has got to fix this
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James DiPrimo
February 8, 2024
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.
36 people found this review helpful
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Jeff Benjamin
November 16, 2024
Works very well and does what I need it to do. The only down fall, when logging out, the popup that appears, it is impossible to see the 'OK' or 'Cancel' text. I had to kill the app. After the first time, I put my phone in direct sunlight and could somewhat read the text. Now I know where to click.
5 people found this review helpful
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What’s new

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