LPL Account View vs PartnerWealth
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.
PartnerWealth
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Mobile app allows you to view account information, balances, financial plan, and easily connect with your financial advisor.
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Verdict
The clearest difference is update cadence: LPL Account View at monthly against PartnerWealth's every 6 months. On price, ads, in-app purchases and device support 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 ships an update monthly, PartnerWealth every 6 months. The most recent releases landed on October 29, 2026 and October 27, 2026 respectively.
| Parameter | LPL Account View | PartnerWealth |
|---|---|---|
| Price | Free | Free |
| Rating | 4.6 (4.5K ratings) — better | — |
| Positive reviews | 18.8% of reviews | — |
| Number of ratings | 4.5K — better | — |
| Update frequency | Monthly — better | Every 6 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 16.0 | 15.6 — better |
| Further details — not scored | ||
| Size | 53 MB | 61 MB |
| Age rating | 4+ | 4+ |
| Developer | LPL Financial | Gateway Financial Partners, LLC |
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
PartnerWealth
Not enough reviews yet to summarise bugs or requests.
In-app purchases
LPL Account View
No in-app purchases
PartnerWealth
No in-app purchases
Questions
Is LPL Account View free?
Is PartnerWealth free?
Do LPL Account View or PartnerWealth have ads?
Which is updated more often, LPL Account View or PartnerWealth?
Other comparisons
