LPL Financial Mobile
Free App
Advertisements
About LPL Financial Mobile
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 mobile device.
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.
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.
All Application Badges
Free
downl.
downl.
Android
4.0+
4.0+
Android app
App History & Updates
What's Changed
LPL Financial Mobile now with Resource Center
LPL Financial Mobile now with Resource Center
Version update LPL Financial Mobile was updated to version 1.4.0
More downloads LPL Financial Mobile reached 5 000 - 10 000 downloads
Version update LPL Financial Mobile was updated to version 1.3.0
Version update LPL Financial Mobile was updated to version 1.2.0
What are users saying about LPL Financial Mobile
Q
by Q####:
by Q####:
Can't login.. don't think it's for consumers.
Q
by Q####:
by Q####:
For everyone complaining about logging on, this is for advisors not consumers
Q
by Q####:
by Q####:
Impossible to log in. Amateur attempt by a major company, LPL.
Y
by Y####:
by Y####:
Not a single when it didn't crash
Q
by Q####:
by Q####:
And then reauthorize
F
by F####:
by F####:
Doesn't work
R
by R####:
by R####:
Can not log in
Q
by Q####:
by Q####:
Won't open, lame.
A
by A####:
by A####:
It's absurd that you do not have an app that allows your clients (CUSTOMERS) to monitor their account. If you're not putting your CUSTOMERS 1st then your priorities are not in order. This might be my que to take my business elsewhere. Ameritrade allows access to EVERYTHING!
Q
by Q####:
by Q####:
Even the first page instructions don't work. The menu path doesn't exist.
A
by A####:
by A####:
Tried and tried. Finally deleted app.
Q
by Q####:
by Q####:
What is branchnet? This is a complete mess.
K
by K####:
by K####:
Impossible to log in. Amateur attempt by a major company, LPL.
K
by K####:
by K####:
There is no point to this app. I don't know if it's meant for advisors or investors, but if it's for investors, you've failed terribly.
H
by H####:
by H####:
Can't figure out how to log in.
S
by S####:
by S####:
Took me 2 minutes to setup.
K
by K####:
by K####:
How do you log into this stupid site. What is branch net. This app is useless
K
by K####:
by K####:
It should be as good or better than the website. It was unclear as to the intended audience and going to branchnet to verify your device is needlessly convoluted. Stay with the website for now or talk to your advisor about this new mobile account view. That's what I'm going to do.
K
by K####:
by K####:
Gimme a C, gimme a R, gimme a A, gimme a P, what do you got???? "LPL Account View"
T
by T####:
by T####:
Not useful
Q
by Q####:
by Q####:
Can't sign in with my credentials....nothing more basic than that. Did the obamacare website clowns design this site...it would appear so.
T
by T####:
by T####:
Could not figure out how to log in. Duh!
T
by T####:
by T####:
It's an app! It can be secure and easy to set up. The designers obviously didn't think that was a requirement. It's unclear as to the intended audience and going to branchnet to verify your device is needlessly convoluted. Why does this app exist? Stay with the website. Far better.
T
by T####:
by T####:
Even the first page instructions don't work. The menu path doesn't exist.
U
by U####:
by U####:
Total useless. Could not even register my device
T
by T####:
by T####:
How can you use this app when you can't login .
F
by F####:
by F####:
Does not work.
U
by U####:
by U####:
Once you log into branch net and attempt to register your mobile device, the instructions and branch net do not jive, lpl financial and branch net IT folks need to revamp these instructions, I rate it a ZERO
X
by X####:
by X####:
Even the first page instructions don't work. The menu path doesn't exist.
G
by G####:
by G####:
Doesn't work well at all.
P
by P####:
by P####:
Would not accept my sign in
W
by W####:
by W####:
Won't log in!!!! Revise, update or just get rid of app. UNINSTALLED for now!
C
by C####:
by C####:
It tells you to register your device and to log into the branch device. Can't. Get it together.
Q
by Q####:
by Q####:
Will not let you log on..
Q
by Q####:
by Q####:
Very poor instructions
Q
by Q####:
by Q####:
Unable to login
Q
by Q####:
by Q####:
If you don't have financial advisor credentials, then you won't be able to sign in. They should make that clear.
N
by N####:
by N####:
Tried for two days. Set it up at least six times. This thing is junk.
X
by X####:
by X####:
Does no comply with LPL policy? What's up with that? And what's the policy?
by X####:
Like others can't log in...no link to branch net provided, found manually but wouldn't accept my credentials... Worthless!