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LPL Account View

LPL Account View

by LPL Financial

4K ratings
241 reviews
💰 Finance
Free

Details

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

Developer

LPL Financial
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LPL Account View screenshot #1 for iPhone
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Reviews summary↘︎
⭐241
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📝12+ 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

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

Poor Functionality!

Only allows transactions on one of my 17 accounts! Ugh!
Retro OrvilleRetro Orville

Face ID Stopped working

For some reason, Face_ID on iPhone stopped working. At first, a message would appear that read, “Face_ID has expired”. Now after re-adding Face_ID in the Security Settings, the app attempts to open with Face_ID, but then just resets back to the Username/Password screen.
Want Feedback?Want Feedback?

Easy to use

Very satisfied
Lenny449Lenny449

Great App

I use the app all the time. Super year friendly and convenient!
EZBake1217EZBake1217

Overview screen

The Accounts Overview screen defaults to a 1-year timeframe. Users should be able to set their own timeframe default option for this screen. Currently, if I want to see an account overview for YTD, that involves 6 taps: More/Balances/Historical/Filtered View/Year to Date/Apply

It seems we used to be able to choose a timeframe for the Accounts Overview screen. Please bring this back.
Show more
DebSherWinnerDebSherWinner
See 236 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.