• LPL Account View 1
  • LPL Account View 2
  • LPL Account View 3

LPL Account View

Investor experience mobile app will allow clients to access their investment account information whenever and wherever they want. Mobile Apps are table stakes in the financial services industry, and investors have increasingly high expectations about the level of interaction and information available on their mobile devices. Clients will receive timely alerts via push notification for portfolio milestones and also they can view tax forms, statements and trade confirmations in one place. Using touch/face id (device driven) they can quickly and conveniently access their account information. Asset allocation and client goals will give the opportunity to gather a complete view of the investor’s assets, providing the investor with better service.

Category : Finance

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Reviews (30)

Nic. C. Jan 14, 2022     

Install issue fixed in the 1/13 update. Solid app but dark mode is a little off with colors and contrast.

Geo. L. Feb 4, 2021     

UPDATE 2/4/2021 Instead of "improving" a chart, fix the bugs. Still seeing trades that aren't mine... I am seeing someone else's trades when looking at the realized gains & losses for my account. Not just a problem with the app but the web site as well. This never happened on AccountView 1.0. It started when my advisor "upgraded" me to AV 2.0 so I could use the app. I wonder how much of *my* data other LPL clients can see? This is a SERIOUS data leak.

A. G. u. Oct 24, 2019     

Whoever developed this app is not very good at their job (I speak from development experience). So confusing and I haven't even log in yet. When I first try and login it says it will "notify me once access is available" is that not the point of the app, for access? This message is very vague. Then after closing the app, it sits and runs in the background until the user force stops the app. Why would it ever need to continue running after closing? I hope they find new development talent.

A. G. u. Mar 1, 2020     

I get a pop-up message after trying to log in that says I can't use the app yet & I should use a web browser instead, but that I will receive notification when I can actually use this app to view my account info...huh? Seriously LPL, what's the point of publishing a non-functioning app like this (which appears to have never been activated)?? >8~\

Cin. B. Sep 21, 2020     

App will not connect. Useless! Deleted then reinstalled, was able to get in the first time. Tried again and no short cut was created. Need to reach it from the play store each time.

A. G. u. Jul 9, 2019     

As many others have said, doesn't work. Won't accept my login credentials. Everything works fine if I access my accounts through a browser/website, so not an account issue.

And. K. Aug 25, 2021     

Doesn't work all the time. Doesn't open up all the time. Updates not working.. I have to uninstall and reinstall app several times to get it to work. For a huge financial company like this this app is very poorly done.

Mar. V. May 10, 2021     

It works but is extremely ugly. It calls fingerprint authentication "Touch ID" so it's almost certainly a poorly thought out port of the iPhone version.

Fre. L. Jan 6, 2022     

Cannot install the app on my pixel 4a. Used to work but I had to reset my phone to factory. And now the latest version refuses to install.

mik. m. Dec 23, 2021     

Pixel 6 installation fails. No other app has pixel 6issues. Why can it work on my Samsung Galaxy tablet 8 in. Says it isn't device compatible so can't select. Really pretty common Android tablet

A. G. u. Feb 20, 2020     

I'm having the same issues as others have mentioned. Unable to sign in and receive the message "You will be notified when you can log in". Have tried over the course of 3 days, and haven't received a confirmation email or other notification of access.

Chr. K. Jan 8, 2022     

Will not work with android 12 update. Installed update and the app disappeared and tried to download again but keeps failing.

Bil. G. M. J. Sep 17, 2021     

I can't do your paper work you sent me. I am not smart at this stuff. Or the web stuff. I though I took everything out when I had to retire early. I only have one question do I have money in these 3 accounts you say that I have. I sure could use it if I do. Lol. I though it was closed out. Can you make it easyer for the people thats not to smart.

Sea. E. Aug 26, 2021     

Fix your damn app. It is telling me to update my app. Press ok to update than it takes me to the app screen and the only option is to open or Uninstaller. This is so frustrating, please test your changes first.

Mik. T. Jul 26, 2021     

Mine freezes on the login screen.. There is no cursor to type in.. The screen says version 1.69. I thought we were on version 2.00. I got it from the Google Play Store

A. G. u. Jan 10, 2020     

Unable to sign on. Tried for 3 days. Terrible app. Just plain doesn't work, at all . After reading a new review for 1/3/20 I tried again. Still doesn't work. Sorry.

Joe. W. Apr 7, 2021     

Hard to sign in. Charts are not up to date. Harder to navigate than old version.

C. N. Jul 11, 2020     

Same as others. Nothing. Perhaps a scam to get our user names and password? How could a billion $ company release an app like this?They never answer reviews either. Something is wrong.

Gar. W. D. Dec 31, 2021     

Does not load on Samsung Z fold after last update. Worked before but was gone after update and won't load now...what gives?

Mik. Z. Jan 2, 2022     

Update won't install on devices running Android 12. The app didn't really work before that anyway.

Ran. B. Dec 17, 2021     

The December update destroyed the app. Can't install the update. Tried Uninstaller and re-installed -- no go. S21 Ultra

S. A. L. Aug 26, 2021     

Can't log in because it says you must click OK to upgrade the app, yet it doesn't allow for upgrading. SMH

Chr. B. Oct 16, 2020     

Simply super on my Surface Duo. Everything that you could want clearly presented and logically laid out.

Mic. &. D. D. Sep 18, 2020     

Read all the other comments...same thing...popup message saying I have to wait, use the url! Why make an app just to refer you to the url! Even contacted my account representative, she did know anything either!

A. G. u. Jan 3, 2020     

App is working fine now. Bad reviews were from before the app was officially launched. No problem logging and viewing accounts.

Gav. V. Feb 9, 2022     

The worst app I've ever attempted to use. It is absurd and honestly unprofessional just how terrible it is.

E. R. Aug 26, 2021     

Not great but there are other options. You can log in through the website and it will give you the same option, no need to fuzz. Just saying :)

Tod. T. Aug 25, 2021     

Having more and more trouble logging jn. Says I need a new version, however there is no new version available. Very aggravating

A. G. u. Jun 8, 2019     

Unusable. Getting a "valid credentials are required to log in" message. No problems logging into My Account View online.

A. G. u. Aug 24, 2019     

Will not accept my login and password. Can use same login and password in a web browser and works fine. So NOT MY ACCOUNT