LPL Account View vs ClientLink
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
LPL Account View
Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.
- 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
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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.
ClientLink
Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.
- View account summaries and balances
- Real-time market data
- Trade stocks, ETFs, and mutual funds
- Connect with financial advisor
- Access Wedbush Research
- Portfolio performance tracking
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The ClientLink mobile app lets you access and manage your accounts and investments wherever you are. View your Accounts: View Household Summary, Today’s Gain/Loss, and Balances Quickly view accounts grouped by Non-Retirement and Retirement View Cash and Stocks & Related in the Holdings page Quickly see Top Performing stocks across your portfolio Connect With Your Advisor Quickly connect with your Advisor via email, phone, or by scheduling a meeting all within the ClientLink app Market data View Real-time Market Data for Stocks in your Portfolio Invest Trade Stocks, ETFs, mutual funds and options Research Quickly view Wedbush Research directly in the app experience What’s New Thank you for using the ClientLink mobile app. The latest version includes Bug fixes and enhancements Your feedback helps us improve your experience through ongoing updates. Let us know what you think by writing a review
Screenshots
Verdict
The clearest difference is rating: LPL Account View at 4.6 against ClientLink's 4.0. LPL Account View also leads on ratings volume (4.6K vs 22). ClientLink's advantage is review sentiment (57% vs 19%) and iOS requirement (13.0 vs 16.0). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
LPL Account View holds the better App Store score, 4.6 against 4.0. That said, the two scores are not equally well evidenced: LPL Account View has 4.6K ratings behind it against 22, so its average is the more settled of the two. Written reviews complicate that: 19% of LPL Account View's written reviews are positive against 57% of ClientLink's, so the app with the better star average is not the one people write more warmly about.
LPL Account View ships an update monthly, ClientLink fortnightly. The most recent releases landed on November 6, 2026 and November 3, 2026 respectively.
| Parameter | LPL Account View | ClientLink |
|---|---|---|
| Price | Free | Free |
| Rating | 4.6 (4.6K ratings) — better | 4.0 (22 ratings) |
| Positive reviews | 18.8% of reviews | 57.1% of reviews — better |
| Number of ratings | 4.6K — better | 22 |
| Update frequency | Monthly | Fortnightly — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 16.0 | 13.0 — better |
| Further details — not scored | ||
| Size | 54 MB | 22 MB |
| Age rating | 4+ | 17+ |
| Developer | LPL Financial | Wedbush Securities, Inc. |
Customer experience
LPL Account View
ClientLink
Bugs and requests
LPL Account View
Reported bugs
3 issues- Login issues, unable to authenticate
- App won't open or update properly
- Incorrect account data and balances
Requested features
4 requests- Restore ability to sort positions
- Add more investment metrics and charts
- Improve portfolio reporting and analytics
- Add light/dark mode option
ClientLink
Not enough reviews yet to summarise bugs or requests.
In-app purchases
LPL Account View
No in-app purchases
ClientLink
No in-app purchases
