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LPL Account View

LPL Account View

by LPL Financial

4K ratings
235 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • May 8, 2019
  • August 5, 2026

Developer

LPL Financial
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Reviews summary↘︎
⭐235
Reviews↘︎
📝29+ tags
Tags↘︎
❓5 answered
FAQ↘︎
📦~ in 4 weeks
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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

Summarized from real user reviews of LPL Account View. Based on 4K reviews and a 4.6/5 average, it highlights the 4 positives and 9 negatives reviewers mention most about this Finance app.

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
+1

What's New in LPL Account View

2.2.4

August 5, 2026

Bug fixes and enhancements to improve app design, functionality, and usability.

User reviews

Most RecentHighest RatedLowest Rated

More personalization

I understand that my financial advisor is heavily involved, but I wished there was more customization.
T.Love03T.Love03

Ease

Love that we can add money to our bond fund without a lot rigamarole
Belle LSBelle LS

Performance

App is overall average at best. One nice addition would be adding in the performance summary rate of return for all accounts and each account individually for tracking progress. This would limit calling my advisor to get those numbers, if provided inside the application.
DCalebHughesDCalebHughes

Account access

Ok. You need to be able to link multiple checking accounts and bank accounts on your own. Then pick which account to deposit from. What a joke.
NahahahsjaajNahahahsjaaj

Deposit

Tried it 3 times before it actually worked.
Asher87654Asher87654
See 230 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.