LPL Financial Mobile
By LPL Financial
Open iTunes to buy and download apps.
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 1.5.0
LPL Financial Mobile now updated for use with iOS 9
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
- Category: Finance
- Updated: Oct 19, 2015
- Version: 1.5.0
- Size: 1.4 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.