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 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

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.

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.

What’s new

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