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LPL Account View

LPL Account View

by LPL Financial

4.6K ratings
245 reviews
💰 Finance
Free

Details

Released
May 8, 2019
Updated
October 10, 2026

Developer

LPL Financial
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About

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

✓Monitor total portfolio value
✓Track account balances and transactions
✓Analyze asset allocations
✓Access account documents and statements
✓View daily market updates and research
✓Biometric and 2-factor authentication
Show original description

What users say about LPL Account View

Reviews of LPL Account View are mostly negative: the Finance app is rated 4.6/5 from 4.6K App Store ratings. What users like most: exceptional service, fantastic app. Top complaints: glitchy and difficult to use, can't update password. Summarized from real user reviews.

Positive things

  • 💎Exceptional service
  • 👍Fantastic app
  • 👍App works great
  • 👍Features like mobile deposit

Negative things

  • 🐛Glitchy and difficult to use
  • 🔒Can't update password
  • 🐛Crashes upon launch
  • 🔒Can't log in
  • 🐛Doesn't work, crashes frequently
  • 🐛Difficult to use, limited functionality
  • 🐛Unreliable, crashes too often
  • 🐛Bugs and glitches
  • 🐛Slow, clunky, and unstable
See all reviews

What's New in LPL Account View

2.2.8

October 10, 2026

We’ve rolled out new features to help you better understand your financial picture: • You can now set paperless delivery as your default for all accounts, so statements and documents stay in one place and you can reduce mail. • Bug fixes and enhancements to improve app design, functionality, and usability.

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User reviews

Most RecentHighest RatedLowest Rated

Who is responsible for this?

Duplicate login prompts, graphical anomalies, and a lacking cybersecurity posture? I’m not impressed.
Aasgjm2

Terrible

I work for the company and can confidently say this app is terrible.
SSjh1217

Updates

Every time I open it there’s an update and it logs you out
1C14 year customer

Simple and Easy

This app has continued to improve over the years! It’s very simple and easy to use imo. It is also very intuitive. I really like being able to see my eMoney plan easily through this app.
MMerrick34n

Poor Functionality!

Only allows transactions on one of my 17 accounts! Ugh!
RORetro Orville
See 240 more reviews

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User experience

🐞

Reported Bugs

3 issues

Login issues, unable to authenticate

Bug

App won't open or update properly

Bug

Incorrect account data and balances

Bug
✨

Requested Features

4 requests

Restore ability to sort positions

Feature

Add more investment metrics and charts

Feature

Improve portfolio reporting and analytics

Feature

Add light/dark mode option

Feature

FAQ

What does the LPL Account View app do?

The LPL Account View app provides secure and convenient mobile access to your LPL financial accounts. It allows you to monitor your total portfolio, track account balances and transactions, analyze asset allocations, and access important account documents like statements.

What are the key features of the LPL Account View app?

Key features include the ability to track your total portfolio value over different time periods, view account balances updated throughout the trading day, monitor transaction activity, analyze asset allocations, and access account documents. It also offers daily market updates and investment research.

Is the LPL Account View app free to use?

Yes, the LPL Account View app is available for free. There are no in-app purchases or advertisements mentioned in the description, indicating it is a free service for LPL account holders.

What devices is the LPL Account View app compatible with?

The LPL Account View app is supported on iOS devices running iOS 15 and later. Compatibility for other operating systems like Android is not specified in the provided description.

How does the app ensure the security of my financial information?

The app prioritizes security with features like biometric login options for convenience and enhanced security. It also offers an optional 2-factor authentication to further protect your account access.