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Our Business Platform

With the right financial and portfolio management tools, you can increase speed and enhance the efficiency of your practice. Our single platform makes it easier to streamline your processes with instant access to account and client information, broad investment offerings, secure document storage, and detailed practice management resources.

Our strengthened capabilities, infrastructure and operations have prepared us to take advantage of the opportunities that lay ahead.

- Dan Arnold, President and CEO, LPL Financial

Meet All Your Business Needs Online

Rather than searching for paperwork and waiting for information, why not spend your time developing your business? With secure access around the clock, our integrated Web portal gives you the power to review client accounts, retrieve information about holdings or transactions, and even open accounts at any time, from anywhere.

Inside the Box
Spend less time managing your business, and more time focusing on clients. Simply sign in to the Web portal and access:

  • Online processing of trades, new accounts, and routine business procedures
  • Real-time visibility into client and account data
  • Reporting capabilities
  • Straight-through processing with direct access to LPL Financial systems
  • Secure online storage for regulated documents, and eSign capabilities for faster processing
  • Practice management, marketing, and research resources