# LPL Account View — user reviews

> 237 indexed App Store user reviews of LPL Account View by LPL Financial, rated 4.60/5 from 3,959 ratings.

- Source: https://appshunter.io/ios/app/lpl-account-view/id1397972267/reviews
- App overview in markdown: https://appshunter.io/ios/app/lpl-account-view/id1397972267.md
- Rating breakdown: 5★ 3,269 · 4★ 280 · 3★ 91 · 2★ 77 · 1★ 242

## 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

## Newest reviews (15 of 237)

### 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.

### 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.

### 4/5 — Needs negative consistency.

*2026-05-04, version 2.2.1*

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).

### 3/5 — Not working

*2026-05-01, version 2.2.0*

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.

### 2/5 — Face ID Failing

*2026-05-01, version 2.2.0*

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.

### 2/5 — Trading

*2026-02-20, version 2.1.8*

Signed up with lpl understanding i could do my own trades and now very disappointed, I cant...

### 2/5 — Don’t like

*2026-02-07, version 2.1.8*

Not use your friendly for elderly

### 3/5 — Times out quickly

*2026-02-05, version 2.1.8*

This app will timeout abruptly (5 mins?) without prompting to continue session. Happened to me when I was reviewing my monthly statement. It forced a loss of continuity in my work flow. Going back to web interface.

### 3/5 — Face ID not an option

*2026-01-21, version 2.1.7*

Cannot utilize Face ID to open account, only login information. Please fix issue.

### 2/5 — Tripletgorls04

*2026-01-19, version 2.1.7*

You should make it easier to change your address. I’ve been working on it for about 30 minutes now it looks like I can’t change my address so I guess I have to call you guys but usually you guys tell us we can do it online so I tried it’s not a easy process.

## Most critical reviews (10 lowest-rated)

### 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.

### 1/5 — Not great!

*2026-05-04, version 2.2.1*

The app should be light years better than what it is. It offers extremely basic tools and reporting!

### 1/5 — Latest update is garbage!

*2026-05-03, version 2.2.1*

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!

### 1/5 — System Unavailable often

*2026-05-01, version 2.2.0*

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.

### 1/5 — Why?

*2026-03-12, version 2.1.9*

Unfortunate that this app is constantly broken.  For all intents and purposes it is unusable

### 1/5 — Continuing sign on problems

*2026-02-07, version 2.1.8*

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?

### 1/5 — LPL Account View

*2026-01-15, version 2.1.4*

Downloaded but it failed to open after several tries. Budskjr

### 1/5 — Forgot Username-Locked out.

*2026-01-10, version 2.1.7*

Forgot username & Password. I wish the app would have an option if accidentally forgot my Username. That way I can still access my financial information. I’m locked out and No way to access my account. Please create an option if I forgot my username. Thanks

### 1/5 — WealthVision problem

*2025-12-22, version 2.1.6*

When opening the app all LPL accounts appear. When clicking on wealthvision only a blank screen is seen. This problem does not occur when logging into the website. WealthViision can be viewed there and aggregates all LPL and external accounts. Hopefully an administrator will read this review and correct the problem.

### 1/5 — Glitchy and difficult

*2025-11-20, version 2.1.5*

This app is very user-unfriendly and is difficult to use, constantly glitches, gives incorrect dates at times, and is the worst financial app I’ve ever used.

## Most praised reviews (10 highest-rated)

### 5/5 — Ease

*2026-07-25, version 2.2.3*

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

### 5/5 — Great app!

*2026-06-23, version 2.2.2*

LPL AccountView app rivals any other in the market.

### 5/5 — Not crazy about it

*2026-06-02, version 2.2.1*

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.

### 5/5 — Irv Philpot

*2026-04-22, version 2.1.9*

LPL And Jason Holt And Irene Chandler F& M Financial Services OUTSTANDING !!!

### 5/5 — Great financial app

*2026-04-10, version 2.1.9*

Account value at your fingertips and very easy to add money to my portfolio

### 5/5 — Great app

*2026-01-16, version 2.1.7*

Tells me what i want to know very simply.

### 5/5 — Much improved

*2026-01-07, version 2.1.7*

The app has improved a lot since these bad reviews.

### 5/5 — Exceptional and convenient!

*2025-12-31, version 2.1.6*

A great app for money management!

### 5/5 — Exceptional Service

*2025-11-14, version 2.1.5*

Both Sequoia Wealth Advisors and LPL provide exceptional service that consistently exceed my expectations!  I am pleased that Kristinia and her team have partnered with LPL in a way that makes client satisfaction a top operational and personal goal!  Thanks to the team!!

### 5/5 — Fantastic

*2025-11-14, version 2.1.5*

Works great! Very easy to use and simple to track my investments

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*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 2026-08-28.*
