LPL Financial Mobile 1.10.0

LPL Financial ❘ Freeware ❘
iOS
out of 73 votes

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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:
<ul>
<li>Easily search client lists and view client portfolio information, including account detail, positions, transactions, and statements.</li>
<li>Communicate securely with your clients through messages.</li>
<li>View current market data and portfolio performance information.</li>
<li>Get quick access to LPL Financial Research daily commentary and videos.</li>
<li>Stay connected with the LPL Financial Twitter feed.</li>
</ul>

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.

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Latest Version
1.10.0

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