# LPL Account View > Mobile app for secure access and management of LPL financial investment accounts. (iPhone/iPad app by LPL Financial.) - Source: https://appshunter.io/ios/app/lpl-account-view/id1397972267 (this page in markdown: same URL + `.md`) - Developer: [LPL Financial](https://appshunter.io/developer/664865395) - Category: Finance - Price: Free - Rating: 4.60/5 from 3,959 App Store ratings · 237 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 51 MB - Languages: American English - Released: 2019-05-08 - Data updated: 2026-08-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/lpl-account-view/id1397972267/reviews.md ## What is LPL Account View? Get fast and secure access to your LPL accounts all from the convenience from your mobile device. LPL Financial’s Account View app provides a range of financial solutions that align with your needs, so you can focus on your financial aspirations and see how you’re trending toward your goals. LPL Financial’s Account View mobile app features include: Monitor accounts • Track your total portfolio in a single location • View total portfolio value, including the ability to look at value over different time periods • Watch your account balances and position information updated throughout the trading day • Monitor transaction activity including purchases, sales, deposits, and withdrawals • Analyze your exact allocations across all asset classes Account Management • Easily self-enroll in paperless delivery options • View account documents, including statements and confirmations Daily Market Updates • Get investment research and daily market updates Accessibility and security • Biometric login available for your security and convenience • Enhanced security with 2-factor authentication option We are committed to continuing to evolve the products and innovative solutions we provide to help you stay informed about your investment accounts. LPL Account View is supported on iOS devices with iOS 15 and later. ## Key features - 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 ## What do users think of LPL Account View? Overall sentiment: negative **Pros** - 💎 Exceptional service - 👍 Fantastic app - 👍 App works great - 👍 Features like mobile deposit **Cons** - 🐛 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 **Commonly reported bugs** - Login issues, unable to authenticate - App won't open or update properly - Incorrect account data and balances **Most requested features** - Restore ability to sort positions - Add more investment metrics and charts - Improve portfolio reporting and analytics - Add light/dark mode option ## Recent user reviews (10 of 237) All indexed reviews: https://appshunter.io/ios/app/lpl-account-view/id1397972267/reviews.md ### 4/5 — Overview screen *2026-08-07, version 2.2.4* 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. ### 4/5 — Liking it now *2026-08-05, version 2.2.4* Update - pretty good, some user error addressed 🥹 Wasn’t saving login but if I close the app all the way it works. Fonts are not too legible & should be a bit bigger. ### 3/5 — More personalization *2026-07-27, version 2.2.3* I understand that my financial advisor is heavily involved, but I wished there was more customization. ### 5/5 — Ease *2026-07-25, version 2.2.3* Love that we can add money to our bond fund without a lot rigamarole ### 3/5 — Performance *2026-07-17, version 2.2.3* 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. ### 3/5 — Account access *2026-07-13, version 2.2.3* 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. ### 2/5 — Deposit *2026-07-07, version 2.2.3* Tried it 3 times before it actually worked. ### 2/5 — Linking *2026-06-26, version 2.2.2* It’s hard to keep some accounts linked to the portal. ### 1/5 — Lot of issues with UI *2026-06-25, version 2.2.2* Reviewing because ‘support’ takes me TO the app, not feedback ON it. Not saving anything, have to type all each time. Face ID is on but it won’t use it, clicking that does nothing. Fonts are illegible & should be a bit bigger. ### 5/5 — Great app! *2026-06-23, version 2.2.2* LPL AccountView app rivals any other in the market. ## Frequently asked questions about LPL Account View ### 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. ## Version history (last 5 releases) ### 2.2.4 — 2026-08-05 Bug fixes and enhancements to improve app design, functionality, and usability. ### 2.2.3 — 2026-07-01 Bug fixes and enhancements to improve app design, functionality, and usability. ### 2.2.2 — 2026-06-03 Bug fixes and enhancements to improve app design, functionality, and usability. ### 2.2.1 — 2026-05-02 You can now generate a Balance Verification Letter directly from the Balances screen, making it easier and faster to verify your account balances when you need documentation. Bug fixes and enhancements to improve app design, functionality, and usability. ### 2.2.0 — 2026-04-27 We’ve enhanced your experience with ongoing maintenance and bug fixes. ## More apps by LPL Financial - [LPL Financial Mobile](https://appshunter.io/ios/app/lpl-financial-mobile/id664865390) - [LPLAuthenticator](https://appshunter.io/ios/app/lplauthenticator/id1457374487) - [LPL Events](https://appshunter.io/ios/app/lpl-events/id1559377955) - [LPL Focus](https://appshunter.io/ios/app/lpl-focus/id1627793926) - [FTC Retirement](https://appshunter.io/ios/app/ftc-retirement/id6462723296) All apps by LPL Financial: https://appshunter.io/developer/664865395 ## Related topics [lpl](https://appshunter.io/ios/topics/lpl) · [lpl account view](https://appshunter.io/ios/topics/lpl-account-view) · [lpl financial](https://appshunter.io/ios/topics/lpl-financial) · [accountview lpl](https://appshunter.io/ios/topics/accountview-lpl) · [my account view](https://appshunter.io/ios/topics/my-account-view) · [account view](https://appshunter.io/ios/topics/account-view) · [lpl financial account view](https://appshunter.io/ios/topics/lpl-financial-account-view) · [llp financial](https://appshunter.io/ios/topics/llp-financial) · [lpl account](https://appshunter.io/ios/topics/lpl-account) · [lpl account view 2.0](https://appshunter.io/ios/topics/lpl-account-view-2-0) · [lpl mobile](https://appshunter.io/ios/topics/lpl-mobile) · [primerica shareholder account manager](https://appshunter.io/ios/topics/primerica-shareholder-account-manager) · [fund account](https://appshunter.io/ios/topics/fund-account) · [sifma foundation for investor education](https://appshunter.io/ios/topics/sifma-foundation-for-investor-education) · [haldengelsin](https://appshunter.io/ios/topics/haldengelsin) · [sagicor ebrokerage](https://appshunter.io/ios/topics/sagicor-ebrokerage) · [putaowealth](https://appshunter.io/ios/topics/putaowealth) · [natwest investor relations app](https://appshunter.io/ios/topics/natwest-investor-relations-app) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-24.*