With the Premier Plus Account, you can offer your clients the combination of an investment account with convenient cash management services, including:
The Insured Cash Account (ICA) program is an interest-bearing, automated bank-deposit, cash-sweep program, insured with the FDIC. You can offer clients the benefit of earning a return on uninvested cash, along with:
We've partnered with select banks to offer business and consumer lines of credit and referral programs are open to all advisors affiliated with LPL.
The lines of credit are collateralized by securities on deposit in brokerage and advisory accounts at LPL. They cannot be used to buy or carry margin securities or other investments.
Credit cards and comprehensive rewards for financial advisors and clients feature: