Client Access vs LPL Account View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Client Access
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
- View account balances and investment values
- Transfer funds and deposit checks
- Access market information
- Store financial documents securely
- Analyze asset allocation
- Contact financial advisor
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Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.
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.
Screenshots
Verdict
The clearest difference is rating: LPL Account View at 4.6 against Client Access's 4.0. LPL Account View also leads on ratings volume (4.3K vs 155). Client Access's advantage is review sentiment (28% vs 19%). 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 4.3K ratings behind it against 155, so its average is the more settled of the two. Written reviews complicate that: 28% of Client Access's written reviews are positive against 19% of LPL Account View's, so the app with the better star average is not the one people write more warmly about.
Client Access ships an update every 5 weeks, LPL Account View monthly. The most recent releases landed on September 18, 2026 and September 24, 2026 respectively.
| Parameter | Client Access | LPL Account View |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (155 ratings) | 4.6 (4.3K ratings) — better |
| Positive reviews | 28.0% of reviews — better | 19.3% of reviews |
| Number of ratings | 155 | 4.3K — better |
| Update frequency | Every 5 weeks | Monthly — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.0 — better | 16.0 |
| Further details — not scored | ||
| Size | 74 MB | 53 MB |
| Age rating | 4+ | 4+ |
| Developer | Raymond James Financial | LPL Financial |
Customer experience
Client Access
LPL Account View
User reviews
Client Access
From 155 App Store ratingsWhat we love
- 👍 Easy to use interface
- 🚀 Fast performance and quick access to information
- 📊 Comprehensive account and portfolio information
- 🔒 Secure authentication options (Face ID, Touch ID)
- 📱 Mobile check deposit feature works well
Room to improve
- 🐛 Persistent login issues and authentication failures
- 🐛 App crashes and freezes frequently
- 📉 Lacks data visualization and charting capabilities
- 📊 Missing critical portfolio information and metrics
- 🔍 Poor search functionality (app not discoverable by bank name)
LPL Account View
From 4.3K App Store ratingsWhat we love
- 💎 Exceptional service
- 👍 Fantastic app
- 👍 App works great
- 👍 Features like mobile deposit
Room to improve
- 🐛 Glitchy and difficult to use
- 🔒 Can't update password
- 🐛 Crashes upon launch
- 🔒 Can't log in
- 🐛 Doesn't work, crashes frequently
Bugs and requests
Client Access
Reported bugs
15 issues- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken
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- App freezes when checking pending activity
- Incompatibility with Apple Keychain password manager
- App crashes on iPhone 14 and newer iOS versions
- Horizontal scrolling not working properly
- App loses login credentials after closing
- Recent update prevents app from opening
- Stock price updates delayed 15-30 minutes
- Mobile deposit year selection not working for IRA contributions
- App becomes unresponsive after entering portfolio section
- Inconsistent behavior with two-factor authentication
Requested features
16 requests- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview
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- Show total portfolio income across all accounts
- Add bill pay functionality
- Implement column sorting on portfolio tables
- Display all accounts on single screen without scrolling
- Add Goals section to mobile app
- Improve font sizes for better readability
- Add HSA account support
- Enable external account linking
- Provide trade order status tracking
- Implement dark mode option
- Rename app to 'RJ Client Access' for better discoverability
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
In-app purchases
Client Access
No in-app purchases
LPL Account View
No in-app purchases
Questions
Is Client Access free?
Is LPL Account View free?
Which has better reviews, Client Access or LPL Account View?
Do Client Access or LPL Account View have ads?
Which is updated more often, Client Access or LPL Account View?
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