Best Accountview Lpl Apps

220+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

Looking for free accountview lpl apps? 20 of our 220+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Accountview Lpl

LPL Account View#1

LPL Account View by LPL FINANCIAL CORPORATION

Editor's Choice
💰 Finance
4.6😞(3.6K ratings)
Free
LPL Account View screenshot 1
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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.

What 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
Autopilot: Automated Investing#3

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Worth Considering
💰 Finance
4.6😐(18K ratings)
FreeAds
#78in Finance
Autopilot: Automated Investing screenshot 1
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Autopilot: Automated Investing screenshot 4
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Autopilot: Automated Investing screenshot 6

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

What We Love

  • 🚀 Easy to use
  • 🚀 Automated trading
  • 🚀 Follows successful investors
  • 👍 Potential for good returns

Room to Improve

  • 🐛 Connectivity issues
  • 🐛 Bugs and glitches
  • 💰 High subscription fees

More Accountview Lpl apps to explore

4
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(92K)
free
5
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
6
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
💰 Finance
(23K)
free
7
AlRajhi Capital
AlRajhi Capital
AlRajhi Capital
Invest with expertise
Free

This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.

Saudi & International brokerageInvestment funds accessReal-time stock prices
💰 Finance
(17K)
free
8
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
9
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrow®
Free

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket
💰 Finance
(1.2M)
free with in-app purchases
10
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
11
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
ad-supported
12
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
13
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

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 valuesTransfer funds and deposit checksAccess market information
💰 Finance
(154)
free
14
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Connect investment professionalsSchedule video meetingsShare documents securely
💼 Business
(929)
free
15
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
💰 Finance
(1.6K)
free with in-app purchases
16
Canopy Client Portal
Canopy Client Portal
Canopy Client Portal
Secure client interactions
Free

Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.

Secure file sharingTask managementDirect messaging with accountant
💰 Finance
(23K)
free
17
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
18
Snowball X
Snowball X
Snowball X
Market information platform
Free

Access comprehensive, accurate, and real-time financial market data, including quotes and in-depth reports. Stay informed with 24-hour rolling updates on exclusive financial information and major stock events. Enhance your investment strategy with diverse analytical tools and connect with other investors.

Real-time market quotes and depth reportsPrice change alertsInteractive investor communication platform
💰 Finance
(485)
free
19
Altruist Client
Altruist Client
Altruist Client
The way money should feel.
Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations
💰 Finance
(1.4K)
free
20
QuestMobile: Invest & Trade
QuestMobile: Invest & Trade
QuestMobile: Invest & Trade
Invest and trade stocks/ETFs
Free

Easily invest and trade stocks and ETFs with commission-free trades. Research companies using powerful free tools and track your investments with customizable watchlists. Enjoy extended hours and overnight trading for more opportunities.

Commission-free stock and ETF tradingFree research tools (Seeking Alpha, TipRanks)Customizable watchlists
💰 Finance
(304)
free with in-app purchases