LPL Account View
How much does LPL Account View cost?
Prices are current as of 12 Sept 2026.
LPL Account View has no in-app products on record in the United States.
10+ alternatives to LPL Account View
| LPL Account View |   Ameriprise Financial |   Wealthscape Investor℠ |   Capital Group PlanPremier401k |   Computershare Investor Center |   Jump AI |   Client Access |   Osaic Equipt |   AdviceWorks® |   On-Site Electronic Deposit |   MyRepChat | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rating / 5 | 4.6 | 4.9 | 4.7 | 4.8 | 4.5 | 4.9 | 3.9 | 2.0 | 3.7 | 1.3 | 2.8 |
| Reviews | 4.2K | 37K | 19K | 11K | 1.7K | 1.5K | 157 | 144 | 140 | 69 | 48 |
| Released | 2019 | 2011 | 2017 | 2019 | 2025 | 2024 | 2012 | 2018 | 2023 | 2012 | 2017 |
LPL Account View reviews
4.6 out of 5, based on 4,216 reviews.
What people like
- Easy to add money to portfolio
- Simple interface tells you what you need
- Very convenient for checking account values
What they complain about
- Face ID and login often fail
- App crashes with system unavailable errors
- Hard to change your address online
- Session times out abruptly without warning
Easy to use
Very satisfied
Not great!
The app should be light years better than what it is. It offers extremely basic tools and reporting!
Overview screen
The Accounts Overview screen defaults to a 1-year timeframe. Users should be able to set their own timeframe default option for this screen. Currently, if I want to see an account overview for YTD, that involves 6 taps: More/Balances/Historical/Filtered View/Year to Date/Apply It seems we used to be able to choose a timeframe for the Accounts Overview screen. Please bring this back.
Poor Functionality!
Only allows transactions on one of my 17 accounts! Ugh!
Face ID Stopped working
For some reason, Face_ID on iPhone stopped working. At first, a message would appear that read, “Face_ID has expired”. Now after re-adding Face_ID in the Security Settings, the app attempts to open with Face_ID, but then just resets back to the Username/Password screen.
Great App
I use the app all the time. Super year friendly and convenient!
Latest update is garbage!
After the latest update, the app is now garbage! It will not let me sign in with Face ID! I have to go thru the login process and two factor authentication. I called LPL to find out why and was only told to delete and reinstall the app… it still glitches!
Liking it now
Update - pretty good, some user error addressed 🥹 Wasn’t saving login but if I close the app all the way it works. Fonts are not too legible & should be a bit bigger.
Linking
It’s hard to keep some accounts linked to the portal.
More personalization
I understand that my financial advisor is heavily involved, but I wished there was more customization.
Ease
Love that we can add money to our bond fund without a lot rigamarole
System Unavailable often
Initially, I like this app it was easy to use of course you could see all your investment information displayed quickly but lately whether it’s the system is tied to or the app itself. I’ve had a reinstall it multiple times just to get it to work. I’m costly receiving a system unavailable message but when I check online, they swear the system is just fine and it’s not down and I gotta click on my app and once again system unavailable you can’t see any information at all. I wish they would come up with a different app to give you options other than this unstable mess.
Needs negative consistency.
I get using red numbers to indicate negative. But app inconsistently also adds the minus sign. A minus sign is mathematically correct and allows colorblind to easy understand the numbers. For example, main home page doesn’t show the “-“ sign, but the Balances page does. Both numbers are red (I’m told).
Face ID Failing
App works well when logging in with email and password. Face ID works initially but then subsequently fails when attempting to log in later. Edit: The same problem is present when using a PIN passcode! “System Error The system is unavailable, please try later.” But this is not true because logging in normally works every time.
Performance
App is overall average at best. One nice addition would be adding in the performance summary rate of return for all accounts and each account individually for tracking progress. This would limit calling my advisor to get those numbers, if provided inside the application.
Deposit
Tried it 3 times before it actually worked.
Why?
Unfortunate that this app is constantly broken. For all intents and purposes it is unusable
Request
Please restore the ability to sort when viewing positions. For instance, let me see top gainers for the day. Or to sort by value, etc. this would greatly increase the value of the app. Thank you.
Trading
Signed up with lpl understanding i could do my own trades and now very disappointed, I cant...
Account access
Ok. You need to be able to link multiple checking accounts and bank accounts on your own. Then pick which account to deposit from. What a joke.
Great app!
LPL AccountView app rivals any other in the market.
Continuing sign on problems
Sometimes I can get on sometimes I cannot. It varies from day-to-day, using the same sign on and the same password each time. Worse, I had facial recognition set up for my iPhone and now it no longer works. When I could sign on, using security settings Eye clicked on set up facial recognition. nothing happens. In the meantime, I exited and tried to sign back in and could not because you were porting over my account, which it said a week ago. How long does it take to port over my account?
Don’t like
Not use your friendly for elderly
Not working
App hasn’t worked for me (I’m in Missouri) for 3-4 days. I just get an error that the system is unavailable. I’ve tried clearing cashe and reinstalling the app. Nothing fixes it.
Not crazy about it
I’m a retired LPL rep. I’m used to using websites. This app leaves a lot to be desired. It overwhelms you with info but it doesn’t make it easy to sort through. I asked to look at a statement for a specific account. It gives me all my wife and my account statements for the month in question. Maybe there’s a way to get more granular but it’s not apparent. Now I know why clients who had access to this app still called me with questions.
LPL Account View
Downloaded but it failed to open after several tries. Budskjr
Tripletgorls04
You should make it easier to change your address. I’ve been working on it for about 30 minutes now it looks like I can’t change my address so I guess I have to call you guys but usually you guys tell us we can do it online so I tried it’s not a easy process.
Times out quickly
This app will timeout abruptly (5 mins?) without prompting to continue session. Happened to me when I was reviewing my monthly statement. It forced a loss of continuity in my work flow. Going back to web interface.
Irv Philpot
LPL And Jason Holt And Irene Chandler F& M Financial Services OUTSTANDING !!!
Forgot Username-Locked out.
Forgot username & Password. I wish the app would have an option if accidentally forgot my Username. That way I can still access my financial information. I’m locked out and No way to access my account. Please create an option if I forgot my username. Thanks
Face ID not an option
Cannot utilize Face ID to open account, only login information. Please fix issue.
Great financial app
Account value at your fingertips and very easy to add money to my portfolio
WealthVision problem
When opening the app all LPL accounts appear. When clicking on wealthvision only a blank screen is seen. This problem does not occur when logging into the website. WealthViision can be viewed there and aggregates all LPL and external accounts. Hopefully an administrator will read this review and correct the problem.
Great app
Tells me what i want to know very simply.
Glitchy and difficult
This app is very user-unfriendly and is difficult to use, constantly glitches, gives incorrect dates at times, and is the worst financial app I’ve ever used.
Much improved
The app has improved a lot since these bad reviews.
Not working
My app stopped working. The account view will no longer send the verification; it just spins.
LPL Account View FAQ
- Is LPL Account View free?
- Yes. The app is free, in all 1 country it sells in, and it sells nothing inside it.
- Does LPL Account View have a free trial?
- No. None of its offers (US) come with a free trial.
- What are the best alternatives to LPL Account View?
- Ameriprise Financial (4.9 from 36,693 reviews), Wealthscape Investor℠ (4.7 from 19,288 reviews) and Capital Group PlanPremier401k (4.8 from 11,305 reviews).
LPL Account View download
Last updated 2 months ago.
LPL Account View sells in 1 country. It was released 7 years and 5 months ago, on 8 May 2019. It holds a 4.6 rating from 4,216 reviews.
Supports 1 language: English.
How much does LPL Account View make?
Third-party estimates for the last 30 days, worldwide — not the store's own figures, which Apple publishes for nobody.