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LPL Financial Mobile

By LPL Financial

This app is only available on the App Store for iOS devices.

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 1.6.0

bug fixes

Screenshots

iPhone Screenshot 1
iPhone Screenshot 2
iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3
iPad Screenshot 4

Customer Reviews

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?

Vagueness

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

LPL Financial Mobile
View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated:
  • Version: 1.6.0
  • Size: 2.5 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

Current Version:
All Versions: