Banking and Lending Solutions 

Advisors, take a well-rounded approach to fulfilling your clients’ complete financial needs. At LPL Financial, you can be a go-to resource for investment advice and banking and lending solutions. 

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Credit, Cash, and Loans

LPL Helps Financial Advisors Support Cash Management for Their Clients 

At LPL, our role is to empower financial advisors and institutions and amplify the impact they have on those they serve. To help you meet your clients’ unique needs, we offer a robust range of financial products, from alternative investments and insurance to mutual funds and exchange-traded products. And to provide opportunities for you to add even more value for your clients, you have access to a variety of banking and lending solutions, including credit cards, cash, and loans. 

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Banking and Lending Products

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Banking Solutions

Help strengthen and enhance your relationship with clients with LPL’s cash management account services, cash sweep programs, and credit card solutions. 

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Lending Solutions

Serve your clients’ liquidity needs with LPL’s margin and bank-provided securities-based loans.

 

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Frequently Asked Questions

LPL and the third-party firms we partner with are committed to always keeping rates competitive, while also eliminating fees or keeping fees low. We also meet and often exceed minimum levels of account security and protection.

Yes. We’ll fully reimburse your clients for realized losses in their impacted LPL account as a result of unauthorized access to an LPL system.

Cash management accounts have no fees. Lending solutions may have fees, which will vary depending on the appropriate fit for your clients’ needs.

Explore LPL Financial

Account View

LPL’s Account View gives your clients 24/7 access to financial accounts, statements, secure documents, and more, from any device, with an easy-to-use interface.

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White Paper

Get industry-leading best practices from LPL's white papers for strategies you can use to more effectively guide your clients and build your business.

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Transition to LPL

LPL’s transition support team will answer your questions and develop solutions for your specific needs with training, compliance readiness, and more.

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Take the Next Step

If you’re an advisor, a leader at a financial institution, or an investor looking for more information, we’re happy to talk through what’s on your mind. Reach out and start the conversation.

Advisors, Start Here.

Disclosures

This material has been created and designed for licensed financial professionals only and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.