More personalization
I understand that my financial advisor is heavily involved, but I wished there was more customization.
Ease
Love that we can add money to our bond fund without a lot rigamarole
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.
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.
Deposit
Tried it 3 times before it actually worked.
Linking
It’s hard to keep some accounts linked to the portal.
Lot of issues with UI
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.
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.
Great app!
LPL AccountView app rivals any other in the market.
Not crazy about it
I’m a retired LPL rep. I’m used to using websites. This app leaves a lot to be desired. It overwhelms you with info but it doesn’t make it easy to sort through. I asked to look at a statement for a specific account. It gives me all my wife and my account statements for the month in question. Maybe there’s a way to get more granular but it’s not apparent.
Now I know why clients who had access to this app still called me with questions.
Now I know why clients who had access to this app still called me with questions.
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Needs negative consistency.
I get using red numbers to indicate negative. But app inconsistently also adds the minus sign. A minus sign is mathematically correct and allows colorblind to easy understand the numbers. For example, main home page doesn’t show the “-“ sign, but the Balances page does. Both numbers are red (I’m told).
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Not great!
The app should be light years better than what it is. It offers extremely basic tools and reporting!
Latest update is garbage!
After the latest update, the app is now garbage! It will not let me sign in with Face ID! I have to go thru the login process and two factor authentication. I called LPL to find out why and was only told to delete and reinstall the app… it still glitches!
Not working
App hasn’t worked for me (I’m in Missouri) for 3-4 days. I just get an error that the system is unavailable. I’ve tried clearing cashe and reinstalling the app. Nothing fixes it.
Face ID Failing
App works well when logging in with email and password. Face ID works initially but then subsequently fails when attempting to log in later.
Edit: The same problem is present when using a PIN passcode! “System Error The system is unavailable, please try later.” But this is not true because logging in normally works every time.
Edit: The same problem is present when using a PIN passcode! “System Error The system is unavailable, please try later.” But this is not true because logging in normally works every time.
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System Unavailable often
Initially, I like this app it was easy to use of course you could see all your investment information displayed quickly but lately whether it’s the system is tied to or the app itself. I’ve had a reinstall it multiple times just to get it to work. I’m costly receiving a system unavailable message but when I check online, they swear the system is just fine and it’s not down and I gotta click on my app and once again system unavailable you can’t see any information at all. I wish they would come up with a different app to give you options other than this unstable mess.
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Irv Philpot
LPL And Jason Holt And Irene Chandler F& M Financial Services OUTSTANDING !!!
Great financial app
Account value at your fingertips and very easy to add money to my portfolio
Why?
Unfortunate that this app is constantly broken. For all intents and purposes it is unusable
Trading
Signed up with lpl understanding i could do my own trades and now very disappointed, I cant...
Continuing sign on problems
Sometimes I can get on sometimes I cannot. It varies from day-to-day, using the same sign on and the same password each time.
Worse, I had facial recognition set up for my iPhone and now it no longer works. When I could sign on, using security settings Eye clicked on set up facial recognition. nothing happens.
In the meantime, I exited and tried to sign back in and could not because you were porting over my account, which it said a week ago. How long does it take to port over my account?
Worse, I had facial recognition set up for my iPhone and now it no longer works. When I could sign on, using security settings Eye clicked on set up facial recognition. nothing happens.
In the meantime, I exited and tried to sign back in and could not because you were porting over my account, which it said a week ago. How long does it take to port over my account?
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