LPL Account View 4+
LPL Financial
-
- Free
Screenshots
Description
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.
What’s New
Version 2.0.2
We’ve enhanced your experience with ongoing maintenance and bug fixes.
Ratings and Reviews
Too limited and the Face ID ability is suddenly gone.
The mobile app should have everything the web app does. Especially linked accounts.
Also, suddenly, I cannot use Face ID to log in any longer. I uninstalled and reinstalled the app and still cannot enable it.
My recollection is that there was a setting for Face ID in LPL settings that is no longer there. My recollection may be incorrect.
Just not good
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.
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.
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
Information
- Seller
- LPL FINANCIAL CORPORATION
- Size
- 39.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, French, Spanish
- Age Rating
- 4+
- Copyright
- © Copyright 2020- 2024 LPL Financial, Inc. All rights reserved.
- Price
- Free