LPL Financial's commitment during COVID-19
Learn how we're protecting our financial professionals and employees during this critical time.
Financial professionals (and licensed staff members) transitioning to LPL — use the transition portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.
LPL financial professionals — take advantage of LPL’s business process platform, ClientWorks, to manage your business more efficiently. Open accounts. Use trading tools. Access the Resource Center, and more.
To send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or to report hand delivery to a prospect or existing client.
Clients of LPL financial professionals — access your account 24/7 from any device, anytime, and anywhere, and get real-time clarity into your portfolios, positions, transactions, statements, and more with Account View.
The IRS has issued new modifications to the CARES Act regarding loan relief, coronavirus-related distribution, and retirement plans. View the summary of IRS Notice 2020-50 for more information.
The IRS has extended the rollover relief period from IRAs and other eligible retirement plans to August 31, 2020. View the summary of IRS Notice 2020-51 for more information.
Download our Retirement Assistance Playbook to learn how this provision of the CARES Act can help your clients.
As a leading provider of support to more than 16,000 financial professionals and nearly 800 financial institutions, we collectively serve more than 5 million American investors. We’re committed to providing you with the information, resources, and leadership you need to effectively navigate these uncharted waters to support your business, your clients, and your community. Watch the video on this section to learn more.
Position yourself as a CARES Act guide for current and prospective clients through uncertain times. Our playbook shows you how.
The recently enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus package in our nation’s history. The Act aims to:
As a small business owner and financial professional, you’re a leader in your community. Understanding the CARES Act will help you play a vital role in restoring America after COVID-19. LPL offers tools, resources, and support to help you address your business needs and take the right action for your clients.
Get a one-page summary of the CARES Act provisions that impact financial professionals most.
Understand how the CARES Act can help you and your clients, including small business assistance, individual assistance, and retirement assistance.
Learn how we're protecting our financial professionals and employees during this critical time.
Stay current with CARES Act updates from the Small Business Administration and the Department of the Treasury.
Get a one-page summary of the CARES Act provisions that impact financial professionals most.
Stay current with CARES Act updates from the Small Business Administration and the Department of the Treasury.
Understand how the CARES Act can help you and your clients, including small business assistance, individual assistance, and retirement assistance.
Learn how we're protecting our financial professionals and employees during this critical time.
See how our Government Relations team is advocating for you in Washington D.C. and across all fifty states.
Get stock market updates and market volatility insights from top LPL Financial research strategists.
CEO Dan Arnold advocates for a 20% pass-through tax deduction for independent financial advisors. Learn more on InvestmentNews:
LPL advisors and financial professionals can get exclusive access to CARES Act insights on the Resource Center.
See how our Government Relations team is advocating for you in Washington D.C. and across all fifty states.
LPL advisors and financial professionals can get exclusive access to CARES Act insights on the Resource Center.
Get stock market updates and market volatility insights from top LPL Financial research strategists.
CEO Dan Arnold advocates for a 20% pass-through tax deduction for independent financial advisors. Learn more on InvestmentNews:
This information is not intended to be a substitute for specific individualized legal or tax advice. We suggest that you discuss your specific tax issues with a qualified legal or tax advisor.
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