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.
- LPL Financial App now updated for use with iOS 11
- Updated login instructions for users without BranchNet access
Ratings and Reviews
Finally able to figure out the problem with this app
I assume this application was for LPL clients since the name is planned works. After several unsuccessful attempts to access the app and set up my account, I called the helpdesk on the number listed. The person I spoke with at the helpdesk number explained to me that this application is only for LPL financial Advisers, and that LPL does not have an application for clients to use. When I read the description of the app more thoroughly the App Store it explains this. Would have been nice to know this upfront, and would have avoided quite a bit of wasted time.
This app is for financial advisor not clients who have lpl
Good basic app for financial advisors. Now that clients works is fully supported on the iPad via browser with full service not sure how necessary this app is anymore.
Access is impossible
Tells me I have to login into something called ClientWorks, which i’ve never heard of, and, after some googling and searching, found out it has apparently never heard of me either. Won’t let me move forward at all.
I certainly hope all my money is still at LPL. Because my data certainly isn’t.
- LPL FINANCIAL CORPORATION
- 1.7 MB
- Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.
- English, Danish, French, Simplified Chinese, Spanish, Traditional Chinese
- Age Rating
- Rated 4+
- © 2013 LPL Financial LLC
With Family Sharing set up, up to six family members can use this app.