LPL Account View 4+

Name: LPL Account View
Rating: 3 (201 reviews)
Author: LPL Financial

LPL Financial

- 3.0 • 201 calificaciones

- Gratis

Descripción

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

29 abr 2024

Versión 1.9.8

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

3.0 de 5

201 calificaciones

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.

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.

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.

El desarrollador (LPL Financial) indicó que, entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.