LPL Financial Mobile

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.

Recent changes:
• Market Data and Financial Headlines
• LPL Financial Research Daily Market Commentary
• LPL Financial Research videos
• LPL Financial Twitter feed
• Redesigned navigation based on Advisor feedback
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Free
54
2.7
User ratings
22
Installs
1,000+
Concerns
0
File size
488 kb
Screenshots
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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.

Recent changes:
• Market Data and Financial Headlines
• LPL Financial Research Daily Market Commentary
• LPL Financial Research videos
• LPL Financial Twitter feed
• Redesigned navigation based on Advisor feedback

User reviews of LPL Financial Mobile
Write the first review for this app!
Android Market Comments
A Google User
Aug 13, 2014
LPL APP Very poor instructions
A Google User
Jun 25, 2014
cannot get it to work. Tried for two days. Set it up at least six times. This thing is junk.
A Google User
Dec 11, 2013
Bad LPL normal bad system and software. Ugh.
A Google User
Dec 7, 2013
Two stars for effort Concept is good for clients who have account view. Want to manage all your other clients that don't want to use the internet? Forget it. Downloaded it thinking it would revolutionize my business but it really didn't
A Google User
Dec 3, 2013
Works now A Samsung GS3 that does not comply with LPL Policy, seems like a fairly standard phone... I'm sure it'll get better... Hopefully... 2-Stars for now as the logo is correct! Edit: works now, just wish it had more functionality.