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About LPL Account View

Activation Required: please contact your Financial Professional for access prior to downloading.

Account View mobile enables you to keep track of your investment accounts anytime and anywhere with key features including:
· Biometric login available for your security and convenience
· Account balances and position information updated throughout the trading day
· Monitor transaction activity including purchases, sales, deposits, and withdrawals
· View account documents including statements and confirmations
· Tracking tools for monitoring financial goals
· And more

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Frequently Asked Questions(FAQ)

How do I activate my LPL Account View?

To activate your LPL Account View, please contact your Financial Professional for access prior to downloading.

What are the key features of LPL Account View mobile?

The key features of LPL Account View mobile include biometric login for security and convenience, updated account balances and position information throughout the trading day, monitoring transaction activity, viewing account documents such as statements and confirmations, tracking tools for financial goals, and more.

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

Parker

For all those saying the app doesnt work, your advisor has to move you to Account View 2.0 for it to work!!! If it doesn't work, you're probably still on AV 1.0. Call your advisor.

Krystle Harvey

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

Chris Brandkamp