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LPL Financial Mobile

LPL Financial Mobile

by LPL FINANCIAL CORPORATION

73 ratings
21 reviews
💰 Finance

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • August 2, 2013
  • February 12, 2018

Developer

LPL FINANCIAL CORPORATION
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About

This app provides LPL Financial advisors with secure mobile access to client information, portfolio details, and market data. Advisors can communicate with clients, view research, and stay updated on market trends directly from their iPhone or iPad.

✓Client list search
✓View client portfolio information
✓Secure client messaging
✓Market data and performance
✓LPL Financial Research access
✓Twitter feed integration
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What's New in LPL Financial Mobile

1.10.0

February 12, 2018

This app has been updated by Apple to display the Apple Watch app icon. - LPL Financial App now updated for use with iOS 11 - Updated login instructions for users without BranchNet access

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User reviews

Most RecentHighest RatedLowest Rated

Thanks Jerry

I wasted a lot of time myself.
James60178James60178

Ridiculous

This app is for advisors only, of which I am. However, it requires me to log on to Clientworks and then go to the app drawer (which I cannot find anywhere) and register the device. Impossible to do and like most other requests, days go by before a response to assistance is received. LPL, get your act together - I’ve been here less than a quarter and you leave much to be desired.
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Paslaw7Paslaw7

Easy to use

This app is easy to use. Just work with your LPL Financial advisor for easy set up and use if needed. The app works well while on the go.
mtsilv001mtsilv001

Ridiculous

This is not for Clients don’t waste your time!
66walket66walket

Not for clients

Assumed this app was for clients. Tried to log on with no luck. Later found out they do not offer apps for the clients.
DrakejacksonDrakejackson
See 16 more reviews

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FAQ

What does the LPL Financial Mobile app do?

The LPL Financial Mobile app is a secure service for LPL Financial advisors to manage client accounts, view portfolio information, and access market data from their mobile devices. It allows for communication with clients and provides access to research and market updates.

Who can use the LPL Financial Mobile app?

This application is exclusively for LPL Financial advisors. Clients of LPL Financial advisors must contact their advisor to gain mobile access to the Account View feature.

What are the key features of the LPL Financial Mobile app?

Key features include the ability to search client lists, view detailed client portfolio information, send secure messages to clients, access current market data and portfolio performance, and view LPL Financial Research commentary and videos.

Is there a cost to use the LPL Financial Mobile app?

Based on the provided description, the app is offered for free to LPL Financial advisors. However, usage is subject to terms of use and potential technology subscription agreements between advisors and LPL Financial.

What devices is the LPL Financial Mobile app compatible with?

The app is designed for use on iPhone and iPad devices. System availability and response times are subject to mobile connection limitations.