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LPL Financial Mobile

By LPL Financial

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Description

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

The LPL Financial Mobile application is for use by LPL Financial advisors, whose access to the application must be registered with LPL Financial through LPL Financial BranchNet 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 advisors 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.

2013 LPL Financial LLC. ALL Rights reserved. Member FINRA/SIPC.

What's New in Version 1.5.0

LPL Financial Mobile now updated for use with iOS 9

Screenshots

iPhone Screenshot 1
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iPad Screenshot 1
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Customer Reviews

Bad

I wish you could track returns. The graph is useless. If your main broker code isn't your first individual code you have to change it every trims before you search. Just a really hard app to use and talk with a client

LPL Financial Mobile
View In iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated:
  • Version: 1.5.0
  • Size: 1.4 MB
  • Languages: English, Danish, French, Simplified Chinese, Spanish, Traditional Chinese
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

We have not received enough ratings to display an average for the current version of this application.
All Versions: