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Screenshots

  • LPL Financial Mobile screenshot 1
  • LPL Financial Mobile screenshot 2
  • LPL Financial Mobile screenshot 3
  • LPL Financial Mobile screenshot 4
  • LPL Financial Mobile screenshot 5
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  • LPL Financial Mobile screenshot 8

About LPL Financial Mobile

LPL Financial Mobile, exclusively for LPL Financial Professionals, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your mobile device.

If you are a client of an LPL Financial Professional, please contact your Financial Professional to gain mobile access to the new Account View.

Summary of Main Features:

· Easily search your client lists and view client portfolio information, including account detail, positions, transactions and statements
· Communicate with your clients via secure messages
· View current market data and portfolio performance information.
· Quickly view LPL Financial Research daily commentary and videos.
· Stay connected with the LPL Financial Twitter feed.

PLEASE READ THIS IMPORTANT INFORMATION

The LPL Financial Mobile application is for use by LPL Financial Professionals, whose access to the application must be registered with LPL Financial through LPL Financial ClientWorks platform prior to use of the application. Use of LPL Financial Mobile is subject to terms of use, including those set forth in the Technology Subscription Agreement entered into between LPL Financial Professionals and LPL Financial, and the LPL Financial Privacy Notice. By using LPL Financial Mobile, users automatically agree to all such terms, which are subject to change by LPL Financial at any time.

Application system availability and response times are subject to mobile connection limitations.

LPL®, LPL Financial® and the LPL Financial logo are registered trademarks of LPL Financial.

2021 LPL Financial LLC. ALL Rights reserved. Member FINRA/SIPC.

What’s new

Version 1.13.0 · Updated January 29, 2021

This release includes updates to support the latest operating systems and bug fixes.

User reviews

Jonathan Bartholomew
Jonathan Bartholomew
Ignore the negative reviews... The app is meant for LPL Advisors only. It works great.
Tess Severin
Tess Severin
For everyone complaining about logging on, this is for advisors not consumers
Michelle Skop
Michelle Skop
This site is for advisors only...clients cannot access accounts.
Ryan Gray
Ryan Gray
Took me 2 minutes to setup.

Alternatives to LPL Financial Mobile

Looking for apps like LPL Financial Mobile? Here are 4 similar Android apps on Google Play. The highest rated is LPL Account View (2.8/5), and all 4 are free to download.

LPL Financial Mobile vs. alternatives
App Rating Price Installs Last updated Compare
LPL Financial Mobile 1.6 / 5 Free 10,000+ Jan 29, 2021
LPL Account View 2.8 / 5 Free 100,000+ Oct 7, 2026 Compare
LPL Authenticator – Free 100+ Dec 7, 2020 Compare
LPL Focus – Free 500+ Jul 20, 2022 Compare
LPL Events – Free 50+ Aug 10, 2021 Compare

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