LPL Account View

300 reviews
Content rating
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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
Updated on
Feb 26, 2024

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 isn’t encrypted
You can request that data be deleted

Ratings and reviews

297 reviews
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.
5 people found this review helpful
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George Lass
July 21, 2023
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.
49 people found this review helpful
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Jorge Rivera
April 9, 2024
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
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What's new

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