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LPL Financial

LPL Financial

Client Account Support

The Client Services team can be reached directly at (800) 558-7567. When prompted, your client can say things like "account info" or "online access" to reach a service professional on the client line. They are available from 9:00 a.m. – 6:00 p.m. ET to help your client with basic day-to-day account needs, such as.

  • Balance inquiries                             
  • Account documentation
  • Transactional activity                              
  • Account updates
  • Historical account data                       
  • Support with Account View 
  • Account maintenance                       
  • Client mailings

For the Trade Desk, call (800) 558-7567. When prompted, your client can say "trading", and then "fixed income", "equities", or "mutual funds".

Please note that the Client Services team will not provide your client any investment advice or fund research. These requests will be referred back to your office.