App Profile: LPL Account View
Android / Games / Puzzles
LPL Account View
Installs:
Rating:
4.10
Total Reviews:
1.31k
Top Countries:
US
< $5k
/mo
10k
/mo
Reviews: What People Think About LPL Account View
JackJr05
Rating: 4/5
I’ve been Account View for awhile now and it works pretty well. I use FaceId and I’ve never had an issue logging in. Negative reviewers need to realize that this app isn’t for a self service investment firm. It is for clients of independent advisors (who use LPL as their custodian). It gives you the ability to check your balances, deposit checks, etc. If you want other more in-depth info, contact your advisor directly and surely he/she will set up a visit.
1235648625
Rating: 5/5
I’ve been using this app for 6 months + now. It does exactly what it’s set to do. Easy to see accounts, holdings, balances, etc. Easy access to documents and any other connected software advisors use.
Most of the negative reviews are from an older version of the app. LPL has made major progress on the app and has released plenty of updates since then. The app works just as well if not better than any other broker dealers/advisory app out there.
LPL has prioritized development of this app and it shows in the improved interface and connectivity. I expect it to continue to improve.
Heathbn
Rating: 1/5
I’m quite frustrated with the current design of your app. It lacks the sophistication and user-friendliness of established platforms like Fidelity. While I’ve noticed some improvements, it still falls short in several areas.
One of the major annoyances is the excessive pop-up notifications. They interrupt my experience when all I want is to review my account data. It's incredibly distracting and takes away from what should be a straightforward task.
Overall, I feel that significant enhancements are necessary, and they need to happen quickly. At this point, I’m not convinced of the added value your app provides, and I’m seriously considering transferring my funds to a platform that offers a more seamless user experience.
About LPL Account View
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.
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.
File size: 47736832
Launched countries: US
Minimum OS version: 16.0
Release Date: 1557355407000
Published by LPL Financial
Website url: https://www.lpl.com
Publisher country: US
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