Best Lpl Financial Apps

4.6😞(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 LPL FINANCIAL CORPORATION

4.6😞(1.5K 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

FTC Retirement

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.

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.

(748)

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Johnson Financial Group

by Johnson Bank

Secure account access and controlMoney transfers between accountsBill payment and person-to-person payments

Manage your banking needs from anywhere with this app, offering secure access and control over your accounts. It provides tools for easy money transfers, bill payments, check deposits, and financial management for both personal and business clients.

(1.6K)

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.

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.

(1)

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Track financial progressManage draftsContact client services

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

(6)

First Financial Bank Texas

by First Financial Bank National Association

Debit Card ControlsMobile Check DepositBill Pay

Manage your finances securely and conveniently with a suite of mobile banking tools. Track accounts, pay bills, deposit checks, and control debit cards. Offers features for both individual and business customers.

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.

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.

This wealth platform connects you with a financial advisor and advanced technology for a unique investment experience. Track your investment accounts, view performance, and monitor transaction history.

Investment account accessPerformance trackingCurrent holdings view

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.

(9)

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

(4)

Schwan Financial Group LLC

by Schwan Financial Group LLC

Comprehensive portfolio managementIn-depth financial reportingClarity on financial goals

Access comprehensive portfolio management and financial reporting. This app provides clarity and confidence in achieving your financial goals through in-depth insights and a user-friendly experience.

(1)

by Community 1st Bank Las Vegas

Community 1st Bank of LV

Customizable balance alertsBill and peer paymentsInternal account transfers

Manage your finances on the go with this secure banking app. Set up custom alerts, make payments, transfer funds between accounts, and access statements. Locate nearby branches and ATMs with ease.

Connect with vetted financial advisors across the US for personalized guidance. Ideal for major life events like buying a home, starting a family, or career changes. Find the right professional to secure your financial future.

Connect with financial advisorsVetted professionalsPersonalized financial guidance

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)