LPL Account View2.2.8 - App Store

Get fast and secure access to your LPL accounts all from the convenience from your mobile device. LPL Financial’s Account View app provides a range of financial solutions that align with your needs, so you can focus on your financial aspirations and see how you’re trending toward your goals.

LPL Financial’s Account View mobile app features include:

Monitor accounts
. Track your total portfolio in a single location
. View total portfolio value, including the ability to look at value over different time periods
. Watch your account balances and position information updated throughout the trading day
. Monitor transaction activity including purchases, sales, deposits, and withdrawals
. Analyze your exact allocations across all asset classes

Account Management
. Easily self-enroll in paperless delivery options
. View account documents, including statements and confirmations

Daily Market Updates
. Get investment research and daily market updates

Accessibility and security
. Biometric login available for your security and convenience
. Enhanced security with 2-factor authentication option

We are committed to continuing to evolve the products and innovative solutions we provide to help you stay informed about your investment accounts.

LPL Account View is supported on iOS devices with iOS 15 and later.

Version History We’ve rolled out new features to help you better understand your financial picture:
• You can now set paperless delivery as your default for all accounts, so statements and documents stay in one place and you can reduce mail.
• Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.8 3d ago Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.7 Sep 24 Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.6 Sep 19 Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.5 Sep 19 Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.4 Aug 5 Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.3 Jul 1 Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.2 Jun 3 You can now generate a Balance Verification Letter directly from the Balances screen, making it easier and faster to verify your account balances when you need documentation.

Bug fixes and enhancements to improve app design, functionality, and usability. 2.2.1 May 2 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.2.0 Apr 27 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.1.9 Mar 11 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.1.8 Jan 28 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.1.7 Jan 2 We’ve rolled out new features to help you better understand your financial picture:

- New users can customize their username while signing up for Account View.
- Bug fixes and enhancements to improve app design, functionality, and usability. 2.1.6 11/25/2025 We’ve rolled out new features to help you better understand your financial picture:

-Estimated Income will help visualize the long-term earning potential of your investments, making it easier to plan for future income and financial goals.

-Bug fixes and enhancements to improve app design, functionality, and usability.

-Plus, we’re listening—thanks to your feedback, we’re adding new sorting options to Positions to make navigation even smoother. 2.1.5 10/26/2025 • We’ve extended access! Authorized Users can now log in and use the mobile
app—bringing parity with the Account View website experience.

• Bug fixes and enhancements to improve app design, functionality, and
usability. 2.1.4 09/29/2025 - Bug fixes and enhancements to improve app design, functionality, and usability. 2.1.3 09/03/2025 - We’ve enhanced the mobile experience to align with web! Enjoy improved detail screens, added summary sections, and expanded field and grouping options while viewing your positions. The Realized G/L page now lives in Positions. A cleaner, more consistent design makes everything easier to navigate.

- Bug fixes and enhancements to improve app design, functionality, and usability. 2.1.2 08/25/2025 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.1.1 05/22/2025 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.1.0 05/05/2025 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.0.9 04/01/2025 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.0.8 03/12/2025 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.0.7 01/13/2025 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.0.6 12/19/2024 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.0.5 11/21/2024 We’ve enhanced your experience with ongoing maintenance and bug fixes. 2.0.4 11/04/2024