LPL Account View
LPL Financial LLC / LPL Financial
About this app
- Category Finance
- Age 10
- Updated Aug 25, 2025
- OS IOS / Android
Editor reviews
LPL Account View is a secure finance app for monitoring your LPL investment accounts anytime. See consolidated portfolio balances, holdings, and performance with clear charts and time ranges. Access transaction history, monthly statements, and tax documents in one place. Set personalized alerts and insights to watch cash flows and market moves. Fast, mobile, and advisor-ready, it’s ideal for investors who want a simple, real-time portfolio tracker and client portal.
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How to use:
1. Download and install the app from the App Store or Google Play.
2. Sign in with your LPL Account View credentials or create an account, then enable two-factor authentication and biometric login.
3. Confirm your profile and linked accounts; your LPL accounts will sync and appear on the dashboard automatically.
4. Open Portfolio to review balances, holdings, and performance; switch date ranges and tap positions for details.
5. Go to Documents to download statements and tax forms, and use Settings to set alerts, notifications, and display preferences.