LPL Account View 4+

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.

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.

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.