In this article you will know exact steps to LPL financial Login. LPL is the largest independent financial brokerage firm with offices in California, Massachusetts, and South Carolina. It is a huge company which operates in 50 states and in several U.S. territories. LPL Financial Holdings Inc (generally known as LPL Financial) commenced operations in 1968.
More About LPL Financial
LPL Financial Holdings, Inc. was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over $1 trillion in advisory & brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
How To Sign Up
First of all, make sure you have your LPL financial account number which is required for the validation of your identity. Then, just follow the steps below to have easy access to your LPL account online
Go to LPL Financial Advisor’s website or directly click on this link.
Click on, ‘Sign Up for Account View’.
In the next step, you must enter the last 4 digits of your Social Security Number or Tax ID Number, followed by one of your LPL Financial Account Numbers and finally, your Postal or Zip Code.
After you have entered all the required information, click Continue.
Steps involved in creating your profile
Type your desired username in the ‘User Name’ field.
Now, click ‘Test Availability’ to confirm if your desired username is available or not. In case if it is not available then you must pick another username.
Choose a password which satisfies all the password requirements.
Type the new password again to confirm it and then click on ‘Continue’.
In this step, you must enter your contact information like name, Tax ID number, phone, and mobile number followed by your email id.
Ensure to fill the mandatory details.
In order to add an account to your profile, select ‘+ Add Account’.
Next, you must enter the account number, zip code, and a nickname for your account.
After you have added the account details, click continue.
Check all the information details which you have entered are correct or not, and then finally click ‘Create Profile’.
LPL Financial Login Steps
Once you have signed up successfully it is easy to log in to your LPL financial account.
Visit the account login link and enter your username and password.
Click on ‘Login’ once you have entered the correct login essentials
How To Contact LPL Financial Customer Support
This independent financial brokerage firm has been ranked No. 1 in 2017 for net customer loyalty among top 24 financial distributor firms. If you want to avail any Client Services Representatives & Trading you can contact 855-575-9656. They are available from 8:30 am ET – 7:30 pm ET, Monday through Friday.
Please make sure to have your account number, user ID, and social security number ready when you call. This ensures security. E-mail Client Services are available and you can email them at email@example.com.
You must call 1-866-578-7011 if you find your email id is hacked and you want to contact the LPL customer service. You can promptly report regarding any money theft from your LPL financial account. If you are a client of an LPL advisor and you are not able to connect with your advisor then you can get the help from LPL associate. In this case please call (800) 558-7567. (8(800