LPL Account View

Name: LPL Account View
Rating: 4.1 (1358 reviews)
Author: LPL Financial

Finance

Free

1.4K Ratings
Ages

4+
Years
Category

Finance
Developer

LPL Financial
Language

EN
+ 2 More
Size

47.7
MB

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 supported on iOS devices with iOS 15 and later.

Ratings & Reviews

4.1

out of 5

1.4K Ratings

Does what it needs to
07/13/2023

JackJr05
I’ve been Account View for awhile now and it works pretty well. I use FaceId and I’ve never had an issue logging in. Negative reviewers need to realize that this app isn’t for a self service investment firm. It is for clients of independent advisors (who use LPL as their custodian). It gives you the ability to check your balances, deposit checks, etc. If you want other more in-depth info, contact your advisor directly and surely he/she will set up a visit.
Does what it needs to
07/13/2023

JackJr05

I’ve been Account View for awhile now and it works pretty well. I use FaceId and I’ve never had an issue logging in. Negative reviewers need to realize that this app isn’t for a self service investment firm. It is for clients of independent advisors (who use LPL as their custodian). It gives you the ability to check your balances, deposit checks, etc. If you want other more in-depth info, contact your advisor directly and surely he/she will set up a visit.
Ignore Older Reviews
09/22/2024

1235648625
I’ve been using this app for 6 months + now. It does exactly what it’s set to do. Easy to see accounts, holdings, balances, etc. Easy access to documents and any other connected software advisors use.Most of the negative reviews are from an older version of the app. LPL has made major progress on the app and has released plenty of updates since then. The app works just as well if not better than any other broker dealers/advisory app out there.LPL has prioritized development of this app and it shows in the improved interface and connectivity. I expect it to continue to improve.
Ignore Older Reviews
09/22/2024

1235648625

I’ve been using this app for 6 months + now. It does exactly what it’s set to do. Easy to see accounts, holdings, balances, etc. Easy access to documents and any other connected software advisors use.Most of the negative reviews are from an older version of the app. LPL has made major progress on the app and has released plenty of updates since then. The app works just as well if not better than any other broker dealers/advisory app out there.LPL has prioritized development of this app and it shows in the improved interface and connectivity. I expect it to continue to improve.
Not great
12/20/2024

Heathbn
I’m quite frustrated with the current design of your app. It lacks the sophistication and user-friendliness of established platforms like Fidelity. While I’ve noticed some improvements, it still falls short in several areas. One of the major annoyances is the excessive pop-up notifications. They interrupt my experience when all I want is to review my account data. It's incredibly distracting and takes away from what should be a straightforward task. Overall, I feel that significant enhancements are necessary, and they need to happen quickly. At this point, I’m not convinced of the added value your app provides, and I’m seriously considering transferring my funds to a platform that offers a more seamless user experience.
Not great
12/20/2024

Heathbn

I’m quite frustrated with the current design of your app. It lacks the sophistication and user-friendliness of established platforms like Fidelity. While I’ve noticed some improvements, it still falls short in several areas. One of the major annoyances is the excessive pop-up notifications. They interrupt my experience when all I want is to review my account data. It's incredibly distracting and takes away from what should be a straightforward task. Overall, I feel that significant enhancements are necessary, and they need to happen quickly. At this point, I’m not convinced of the added value your app provides, and I’m seriously considering transferring my funds to a platform that offers a more seamless user experience.
Just not good
07/11/2024

CCJ_B4TUSER
So when my broker switched from WF to being on his own this app became my means to access my account. I feel snail mail would be better. First, the number of times it has frozen or crashed exceeds anything acceptable these days. Second, the delay is realtime pricing is sometimes more than 24 hours as it was this morning. Third, sometimes Face Recognition login works and sometimes it doesn’t. Maybe this is an Apple thing, IDK. Beyond these problems the organization and presentation of data is just terrible. No reason gains/losses can not be viewed across multiple holdings at the same time rather than having to dig into each stock. I wanted to give it zeros stars but felt it deserved at least one for effort.
Just not good
07/11/2024

CCJ_B4TUSER

So when my broker switched from WF to being on his own this app became my means to access my account. I feel snail mail would be better. First, the number of times it has frozen or crashed exceeds anything acceptable these days. Second, the delay is realtime pricing is sometimes more than 24 hours as it was this morning. Third, sometimes Face Recognition login works and sometimes it doesn’t. Maybe this is an Apple thing, IDK. Beyond these problems the organization and presentation of data is just terrible. No reason gains/losses can not be viewed across multiple holdings at the same time rather than having to dig into each stock. I wanted to give it zeros stars but felt it deserved at least one for effort.

We’ve rolled out new features to help you better understand your financial picture: -Estimated Income will help visualize the long-term earning potential of your investments, making it easier to plan for future income and financial goals. -Bug fixes and enhancements to improve app design, functionality, and usability. -Plus, we’re listening—thanks to your feedback, we’re adding new sorting options to Positions to make navigation even smoother.

Version 2.1.5

Oct 26

Data Linked to You

The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Browsing History
- Identifiers
- Usage Data
Data Not Linked to You

The following data may be collected but it is not linked to your identity:
- Search History
- Diagnostics