Best Lpl Financial Apps

4.6😞(4.4K ratings)

Free

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
🔒 Can't log in
🐛 Doesn't work, crashes frequently
🐛 Difficult to use, limited functionality
🐛 Unreliable, crashes too often
🐛 Bugs and glitches
🐛 Slow, clunky, and unstable

LPL Events by LPL Financial

Strong Contender

4.3(6 ratings)

Free

Access detailed program information and agendas for official LPL Financial events. Follow instructions from your announcement email to log in and explore event content.

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here

Worth Considering

by LBS Financial Credit Union

4.6😞(1.7K ratings)

Free

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

What We Love

🚀 Quick and easy to use
👍 Helpful financial assistance
💡 Useful features for Amazon employees
🤝 Great customer service

Room to Improve

🐛 Frequent app crashes and glitches
🔒 Login and access issues
⚠️ Unreliable app performance
🤕 Lack of support for account issues

More Lpl Financial apps to explore

LBS Financial CU

Mobile check depositView account balances and historyTransfer funds between accounts

Manage your finances on the go with this secure mobile banking app. Deposit checks, view balances and transaction history, transfer funds, pay bills, and locate branches or ATMs.

Manage your money with purpose

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Access your accounts and manage your finances on the go. This app offers convenient access to mobile banking, branch locations, and contact details for members.

Mobile banking accessBranch location informationContact details

Investing at your fingertips

Real-time account balancesTransaction history trackingInvestment performance data

Manage your investments with real-time account balances, transaction history, and performance data. Track investment progress, communicate with your advisor securely, and access global markets. Ideal for both new and experienced investors.

by LPL FINANCIAL CORPORATION

View account balanceProcess distributionsView statements

Manage your retirement account on the go. Review your balance, process distributions, view statements, and make investment changes directly from your mobile device.

by thefinancialmall private limited

Family Portfolio TrackingApplicant Portfolio TrackingAsset Allocation Details

Track your investment portfolio, including mutual funds and equity shares. Get insights into your net worth, asset allocation, and recent transactions. Access financial calculators and locate contact information.

(1)

FFB - First Financial Bank

by First Financial Bank (AR)

Set up balance alertsMake payments to companies and friendsTransfer money between accounts

Manage your finances on the go with this banking app. Set up alerts, make payments, transfer funds, deposit checks remotely, and manage your debit card. Secure your account with a passcode or biometrics.

(1.5K)

Project Finance Institute

Skills for your PF future

Financial modeling coursesReal-world project case studiesGlobal professional networking

This app connects professionals in project finance, infrastructure, and PPP sectors. It offers courses on financial modeling, real-world project development, and networking opportunities with global peers. Members can attend exclusive events and gain practical skills for transformational change.

free with in-app purchases

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LaBrunerie Financial

by Alexander LaBrunerie & CO., Inc

View account holdings and performanceTrack account activityConnect external accounts

Access your financial information, including account holdings, performance, and activity. Connect external accounts to view balances and securely share documents with your financial team. Built with robust security to protect your sensitive data.

by Optimize Financial Inc.

View financial planAccess account informationCheck balances

Access your financial plan, account details, and balances all in one place. Easily connect with your dedicated financial advisor for personalized support.

(2)

by Brent Forrest & Associates, LLC

Wela Financial Advisory

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools to help you visualize your complete financial picture and track investments.

(2)

Lyell Wealth Management, LP

by Lyell Wealth Management LP

Asset allocation viewPortfolio data accessActivity tracking

Access your asset allocation, portfolio data, and financial activity through a streamlined interface. This app is for authorized Lyell Wealth Management clients who are also Black Diamond users. Contact your advisor to request access.

(1)

Prime Capital Financial

Market trend contentFinancial planning topicsTeam Zoom calls

Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.

by My Wealth Cloud Limited

by Willow Financial LLC

View financial portfolioUpload filesCommunicate with advisor team

Securely manage your financial portfolio, upload important documents, and communicate directly with your advisor team. This platform offers a comprehensive overview of your financial status and facilitates seamless interaction with your financial firm.

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

by DeFranco Financial, LLC

Direct messaging with advisorsInvestment account balance checkPersonalized financial plan review

Connect with financial advisors through messaging, calls, or email. Access investment account balances, review financial plans, and securely share documents. Schedule appointments and access valuable resources with in-app notifications.

💼 Business

(2)