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LPL Financial Customer FAQ

Top Answers & How-to Guides

What is LPL Financial's Phone Number?

The question we are asked most often is about how to talk to LPL Financial customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

What is the minimum investment required to open an account?

The minimum investment needed to establish an account with LPL Financial depends on the account type and chosen investments,...

Can I access my LPL Financial account online?

LPL Financial offers clients online account access through a secure platform for portfolio viewing and document access. Clients...
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Recent LPL Financial Customer Questions

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Services Offered

What services does LPL Financial provide?

LPL Financial provides a variety of services, including brokerage and investment advisory for asset management, as well as...
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What types of investments can I make through LPL Financial?

LPL Financial specializes in a wide range of investment options including stocks, bonds, mutual funds, ETFs, and options,...
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What investment advice or resources does LPL Financial offer to clients?

LPL Financial offers a wide range of investment advice and tools, enhancing financial advisors' ability to tailor strategies...
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Does LPL Financial offer retirement planning services?

LPL Financial provides retirement planning services that include personalized strategies, investment management, and tax...
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Account Management

What is the minimum investment required to open an account?

The minimum investment needed to establish an account with LPL Financial depends on the account type and chosen investments,...
Read more

Can I access my LPL Financial account online?

LPL Financial offers clients online account access through a secure platform for portfolio viewing and document access. Clients...
Read more

What options do I have for withdrawing funds from my account?

Clients of LPL Financial have various ways to withdraw funds, including wire transfers, electronic transfers, and mailed...
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How can I track the performance of my investments?

Investors can monitor their investments through LPL Financial's online account portal, which offers detailed performance...
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Fees and Restrictions

What fees are associated with LPL Financial's services?

LPL Financial's fee structure includes advisory fees based on assets managed, commission fees for trading activities, and...
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Are there any restrictions related to the transfer of assets?

There are several restrictions regarding asset transfers at LPL Financial, influenced by factors such as asset type and account...
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Security and Resources

What security measures does LPL Financial have in place to protect my personal information?

LPL Financial employs multiple security measures to protect client data, including encryption, strict access controls, regular...
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How does LPL Financial handle estate planning?

LPL Financial approaches estate planning by thoroughly evaluating clients' financial situations and goals, focusing on asset...
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What educational resources does LPL Financial provide for beginners?

LPL Financial provides a variety of educational resources for beginners, including informative articles on their website...
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We look to the LPL Financial issues that customers have reported to GetHuman to decide which questions are the most common and how much time to spend researching how to solve them.
LPL Financial issues reported to GetHuman
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