LPL Financial Mobile 4+

LPL Financial

    • 1.9 • 73 Ratings
    • Free

Screenshots

Description

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

The LPL Financial Mobile application is for use by LPL Financial advisors, whose access to the application must be registered with LPL Financial through LPL Financial BranchNet prior to use of the application. Use of LPL Financial Mobile is subject to terms of use, including those set forth in the Technology Subscription Agreement entered into between LPL Financial advisors and LPL Financial, and 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 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

Version 1.10.0

This app has been updated by Apple to display the Apple Watch app icon.

- LPL Financial App now updated for use with iOS 11
- Updated login instructions for users without BranchNet access

Ratings and Reviews

1.9 out of 5
73 Ratings

73 Ratings

JerryM2 ,

Finally able to figure out the problem with this app

I assume this application was for LPL clients since the name is planned works. After several unsuccessful attempts to access the app and set up my account, I called the helpdesk on the number listed. The person I spoke with at the helpdesk number explained to me that this application is only for LPL financial Advisers, and that LPL does not have an application for clients to use. When I read the description of the app more thoroughly the App Store it explains this. Would have been nice to know this upfront, and would have avoided quite a bit of wasted time.

Paslaw7 ,

Ridiculous

This app is for advisors only, of which I am. However, it requires me to log on to Clientworks and then go to the app drawer (which I cannot find anywhere) and register the device. Impossible to do and like most other requests, days go by before a response to assistance is received. LPL, get your act together - I’ve been here less than a quarter and you leave much to be desired.

Konundrm ,

Access is impossible

Tells me I have to login into something called ClientWorks, which i’ve never heard of, and, after some googling and searching, found out it has apparently never heard of me either. Won’t let me move forward at all.

I certainly hope all my money is still at LPL. Because my data certainly isn’t.

App Privacy

The developer, LPL Financial, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Browsing History
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Search History

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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