This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.
LPL Account View
Track your total wealth, monitor market trends, and stay aligned with your long-term financial goals. Experience the peace of mind that comes with professional insights and institutional-grade security, built for the established investor.
Downloads
128K+User Rating
Total Ratings
2K+Publisher
Category
FinanceLocales
3Latest Version
2.1.8Size
45.8 MBFirst Released
May 8, 2019Smart Wealth Management at Your Fingertips
Designed for the goal-oriented investor, LPL Account View brings clarity to your financial life with real-time tracking, professional research, and world-class security.
Total Portfolio Visibility
Consolidate all your accounts into a single, intuitive dashboard to monitor your net worth and asset allocations at a glance.
Advanced Security & Privacy
Your data is protected by industry-leading biometric encryption and two-factor authentication, ensuring secure access wherever you are.
Frequently Asked Questions
Everything you need to know about LPL Account View
What does the LPL Account View app offer?
The LPL Account View app provides secure access to LPL accounts. It offers portfolio monitoring, transaction tracking, asset allocation analysis, paperless document delivery, daily market updates, and enhanced security features like biometric login.
Does LPL Account View offer biometric login?
Yes, the LPL Account View app supports biometric login for security and convenience. It also includes an optional 2-factor authentication to enhance account protection.
Can I manage paperless documents in LPL Account View?
Yes, you can easily self-enroll in paperless delivery options within LPL Account View. The app allows you to view account documents, including statements, additional documents, and tax forms.
How can I monitor my portfolio value in LPL Account View?
LPL Account View allows tracking your total portfolio in one place. You can view its total value, including performance over different time periods, and monitor account balances and position information throughout the trading day.
Does LPL Account View show asset allocation?
Yes, the LPL Account View app enables users to analyze their precise allocations across all asset classes. This feature is presented through interactive visualizations, detailing categories like US stocks, bonds, and alternatives.
Does the LPL Account View app provide daily market updates?
Yes, the LPL Account View app provides investment research and daily market updates. This information helps users stay informed about current market trends directly within the application.
What iOS versions does LPL Account View support?
LPL Account View is supported on iOS devices with iOS 15 and later. Users must ensure their mobile device operates on or above this specified iOS version.
Can I customize the LPL Account View dashboard?
Yes, LPL Account View allows users to personalize their financial portfolio dashboard. You can customize the overview screen layout by selecting which sections, such as Accounts or Asset Allocation, are displayed.
The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.
App Store
Screenshots
LPL Account View app interface showing options to enable paperless delivery for statements and tax forms
Two iPhones displaying the LPL Account View app interface with portfolio values and market updates
LPL Account View app interface displaying asset allocation donut chart and investment value over time
Smartphone screen displaying the LPL Account View app showing total portfolio value and investment performance charts.
A smartphone showing the LPL Account View app with options to personalize the financial portfolio dashboard layout.
Description
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This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.