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

Install issue fixed in the 1/13 update. Solid app but dark mode is a little off with colors and contrast.

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.

Whoever developed this app is not very good at their job (I speak from development experience). So confusing and I haven't even log in yet. When I first try and login it says it will "notify me once access is available" is that not the point of the app, for access? This message is very vague. Then after closing the app, it sits and runs in the background until the user force stops the app. Why would it ever need to continue running after closing? I hope they find new development talent.

What's new

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