Account Agreements and Account Packets

The purpose of this page is to provide access to the most current version of LPL account agreements for the various account types LPL supports. Below is a list of the ways that you may receive services from your financial professional and LPL. By clicking on the correct category listed below you will be able to access the current version of the account agreement governing your LPL account.

 

Brokerage Agreements

Click below for access to the most current version of LPL brokerage account agreements.

• Account Packet - LPL Master Account
• Account Packet - Retirement Plan Brokerage Account
• Account Packet - Retirement Plan Brokerage Services

Advisory Agreements

Click below for access to the most current version of LPL advisory account agreements.

• Account Packet - Manager Select
• Account Packet - Model Wealth Portfolios (MWP)
• Account Packet - Optimum Market Portfolios (OMP)
• Account Packet - Personal Wealth Portfolios (PWP)
• Account Packet - Strategic Asset Management (SAM) Program
• Account Packet - Guided Wealth Portfolios (GWP)

RIA Platform Agreements

Click below for access to the most current version of LPL independent investment advisor account agreements.

• Account Packet - Manager Access Select
• Account Packet - Model Wealth Portfolios (MWP)
• Account Packet - Optimum Market Portfolios (OMP)
• Account Packet - Manager Access Network (MAN) Account
• Account Packet - SWM Account
• Account Packet - Personal Wealth Portfolios (PWP)
• Account Packet - Guided Wealth Portfolios (GWP)