LPL Financial Mobile
By LPL Financial
This app is only available on the App Store for iOS devices.
LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad.
If you are a client of an LPL Financial advisor, please contact your advisor 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
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.
2013 LPL Financial LLC. ALL Rights reserved. Member FINRA/SIPC.
What's New in Version 1.6.0
Cannot get access
Great app for keeping out the bad guys. Also keeps out its customers. I was unable to gain access to the app. Wants me to first login to BranchNet which I have no credentials. Does not tell you how to get credentials. Way too complex to gain access to the app. Don’t waste your time as I did.
Please make this more intuitive!
Can't log in
Have to go to Branch net to get log in credentials, but the site says you must have Internet Explorer to access the site. Being a Mac user makes this impossible. Why can't we just use our LPL log in credentials for the app like every other financial institution?
I downloaded the mobile app and even with the completely vague instructions provided on some “branchnet” website I need to log into so I can register my device, I could not figure it out. A waste of time but not a waste of frustration
- Category: Finance
- Updated: Jun 28, 2016
- Version: 1.6.0
- Size: 2.5 MB
- Languages: English, Danish, French, Simplified Chinese, Spanish, Traditional Chinese
- Seller: LPL FINANCIAL CORPORATION
- © 2013 LPL Financial LLC
Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.