# LPL Financial Mobile

> Mobile platform for LPL Financial advisors to manage client accounts and market data. (iPhone/iPad app by LPL FINANCIAL CORPORATION.)

- Source: https://appshunter.io/ios/app/lpl-financial-mobile/id664865390 (this page in markdown: same URL + `.md`)
- Developer: [LPL FINANCIAL CORPORATION](https://appshunter.io/developer/664865395)
- Category: Finance
- Price: Free
- Rating: 1.90/5 from 73 App Store ratings · 21 written reviews indexed
- Age rating: 4+
- Requires: iOS 9.3 · 2 MB
- Languages: American English, Danish, French (France), Chinese (Simplified, China), European Spanish, Chinese (Traditional, Taiwan)
- Released: 2013-08-02
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/lpl-financial-mobile/id664865390/reviews.md

## What is LPL Financial Mobile?

LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. 

If you are a client of an LPL Financial advisor, please contact your advisor to gain mobile access to the new Account View.

Summary of Main Features: 
•Easily search your client lists and view client portfolio information, including account detail, positions, transactions and statements
•Communicate with your clients via secure messages
•View current market data and portfolio performance information.   
•Quickly view LPL Financial Research daily commentary and videos.
•Stay connected with the LPL Financial Twitter feed.

PLEASE READ THIS IMPORTANT INFORMATION

The LPL Financial Mobile application is for use by LPL Financial advisors, whose access to the application must be registered with LPL Financial through LPL Financial BranchNet prior to use of the application. Use of LPL Financial Mobile is subject to terms of use, including those set forth in the Technology Subscription Agreement entered into between LPL Financial advisors and LPL Financial, and the LPL Financial Privacy Notice. By using LPL Financial Mobile, users automatically agree to all such terms, which are subject to change by LPL Financial at any time.  

Application system availability and response times are subject to mobile connection limitations.

LPL®, LPL Financial® and the LPL Financial logo are registered trademarks of LPL Financial.

2013 LPL Financial LLC. ALL Rights reserved. Member FINRA/SIPC.

## Key features

- Client list search
- View client portfolio information
- Secure client messaging
- Market data and performance
- LPL Financial Research access
- Twitter feed integration

## Recent user reviews (10 of 21)

All indexed reviews: https://appshunter.io/ios/app/lpl-financial-mobile/id664865390/reviews.md

### 1/5 — Thanks Jerry

*2023-07-10*

I wasted a lot of time myself.

### 1/5 — Ridiculous

*2020-10-08, version 1.10.0*

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.

### 5/5 — Easy to use

*2020-07-31*

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.

### 1/5 — Ridiculous

*2019-05-05*

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

### 1/5 — Not for clients

*2019-02-15*

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

### 1/5 — These reviews are hilarious

*2019-02-03*

This app is for LPL financial advisors.  Your client login and password will not work here.  But keep those frustrated reviews coming; they are *awesome*.

Hey LPL:  I think your clients would like an app. You, too, can participate in the 21st century.

### 1/5 — Finally able to figure out the problem with this app

*2018-11-06, version 1.10.0*

I assume this application was for LPL clients since the name is planned works. After several unsuccessful attempts to access the app and set up my account, I called the helpdesk on the number listed. The person I spoke with at the helpdesk number explained to me that this application is only for LPL financial Advisers, and that LPL does not have an application for clients to use. When I read the description of the app more thoroughly the App Store it explains this. Would have been nice to know this upfront, and would have avoided quite a bit of wasted time.

### 1/5 — Useless

*2018-05-14*

What the hell is clientworks? How do you access it? No instructions. I even went to the desktop version and can’t do anything there either. Need a better way to access the app.

### 1/5 — Worst web site ever

*2018-05-09*

Do something to correct this mess you’ve created. You should be embarrassed. Can’t even enter a nickname!

### 5/5 — This app is for financial advisor not clients who have lpl

*2018-05-01*

Good basic app for financial advisors. Now that clients works is fully supported on the iPad via browser with full service not sure how necessary this app is anymore.

## Frequently asked questions about LPL Financial Mobile

### 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.

## Version history (last 5 releases)

### 1.10.0 — 2018-02-12

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

### 1.6.0 — 2016-06-28

bug fixes

### 1.5.0 — 2015-10-19

LPL Financial Mobile now updated for use with iOS 9

### 1.4.0 — 2015-05-14

bug fixes

### 1.3.0 — 2014-12-09

LPL Financial Mobile now with Resource Center

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## More apps by LPL FINANCIAL CORPORATION

- [LPL Account View](https://appshunter.io/ios/app/lpl-account-view/id1397972267)
- [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 CORPORATION: https://appshunter.io/developer/664865395

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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 2026-06-10.*