The workstation that powers everything about your practice, with integrations into other technologies so everything is connected.
Send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or report that it’s been delivered.
Access your account 24/7 from any device and get real-time clarity into your portfolios, transactions, statements, and more.
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for July 2021.
LPL Financial July 2021 Monthly Metrics
LPL Financial July 2021 Monthly Metrics Dashboard
LPL Financial July 2021 Monthly Metrics Historical File