LPL Financial Mobile is a mobile application designed exclusively for LPL Financial advisors. This fast and secure service allows advisors to stay connected with their clients and easily monitor their accounts from their iPhone and iPad.
If you are a client of an LPL Financial advisor, simply contact your advisor to gain mobile access to the new Account View.
Main Features:
- Easily search client lists and view client portfolio information, including account detail, positions, transactions, and statements.
- Communicate securely with your clients through messages.
- View current market data and portfolio performance information.
- Get quick access to 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 exclusively for use by LPL Financial advisors. Advisors must register their access to the application with LPL Financial through LPL Financial BranchNet before being able to use it. Use of LPL Financial Mobile is subject to terms of use as set forth in the Technology Subscription Agreement between LPL Financial advisors and LPL Financial, as well as 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 may be affected by 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.
Overview
LPL Financial Mobile is a Freeware software in the category Business developed by LPL Financial.
The latest version of LPL Financial Mobile is 1.10.0, released on 01/25/2024. It was initially added to our database on 01/25/2024.
LPL Financial Mobile runs on the following operating systems: iOS.
Users of LPL Financial Mobile gave it a rating of 2 out of 5 stars.
Pros
- User-friendly interface that makes navigation easy.
- Real-time access to market data and portfolio information.
- Ability to trade stocks, options, and ETFs directly from the app.
- Push notifications for market alerts and account updates.
- Secure login options with multi-factor authentication for added security.
- Comprehensive performance tracking tools and analytics features.
- Integration with financial planning tools and resources.
Cons
- Limited customization options for dashboard layout.
- There may be occasional app crashes or performance issues reported by users.
- Requires a valid LPL Financial account to use most features, limiting accessibility for non-clients.
- Some features may not be available in all regions or countries.
- Customer support options could be improved and may only be available during business hours.
FAQ
What is LPL Financial Mobile?
LPL Financial Mobile is a mobile app provided by LPL Financial, a leading investment and wealth management firm.
What can I do with the LPL Financial Mobile app?
With the LPL Financial Mobile app, you can access your investment accounts, view account balances and transactions, track market activity, and manage your financial goals.
Is the LPL Financial Mobile app secure?
Yes, the LPL Financial Mobile app employs advanced security measures to ensure the safety of your financial information and transactions.
Can I make trades through the LPL Financial Mobile app?
Yes, you can place trades, monitor positions, and execute investment transactions directly from the LPL Financial Mobile app.
Is the LPL Financial Mobile app available for all devices?
The LPL Financial Mobile app is available for both iOS and Android devices, allowing users to access their accounts on smartphones and tablets.
Are there any fees associated with using the LPL Financial Mobile app?
There are no additional fees for using the LPL Financial Mobile app, but standard account fees may apply based on your investment accounts.
Can I contact my financial advisor through the LPL Financial Mobile app?
Yes, you can easily communicate with your financial advisor through secure messaging within the LPL Financial Mobile app.
Does the LPL Financial Mobile app offer financial planning tools?
Yes, the LPL Financial Mobile app provides robust financial planning tools to help you set and track your financial goals.
Can I deposit checks using the LPL Financial Mobile app?
Yes, you can conveniently deposit checks into your investment accounts using mobile check deposit feature in the LPL Financial Mobile app.
How do I download the LPL Financial Mobile app?
You can download the LPL Financial Mobile app from the App Store for iOS devices or Google Play Store for Android devices.
Screenshots (Click to view larger)
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