LPL Account View

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.

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.

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.