LPL Account View 4+

LPL Financial

    • 3.0 • 220 Ratings
    • Free

Screenshots

Description

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

What’s New

Version 1.9.9

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

Ratings and Reviews

3.0 out of 5
220 Ratings

220 Ratings

SparkyKO68 ,

When it works it is a good app

When it works it’s a good app. However one day I can view my accounts and the next day the screen is black. It never comes back so I have to delete the app then download it again, log in again and then wait to see how long before it goes black again.

JackJr05 ,

Does what it needs to

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.

Nooooooo buddy ,

Why the older reviews are low

The app was added to the App Store while it was still under development. So people were downloading it before it was intended to be used.

Pay mind to reviews from earlier in the year, as they were effected by this.

App Privacy

The developer, LPL Financial, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

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

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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