Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• LPL Financial's Cyber Fraud Guarantee - LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system. *Please see below for terms and customer obligations.
• Cybersecurity at LPL - Cybersecurity at LPL … and our commitment to our investors At LPL Financial, security is built into everything we do, and the protection of sensitive information is critical to our company’s continued success. Cybersecurity concerns are more prevalent than ever with cybercriminals constantly evolving and using different techniques to commit financial fraud. We understand the need to educate our financial professionals about these ever-changing threats.
• LPL 2023 2024 Tax Guide for Investors - To ease some of the burden of tax season, we've created this guide that contains all the information you need to address your tax season questions. It will help you become familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season. Of course, if you have additional questions about anything included in this guide, we’re just a phone call away. We look forward to working with you this tax season!
• 2023 2024 Year End Guide - To ease some of the burdens of the upcoming tax season, this guide will help you become familiar with important dates, deadlines, challenges, and opportunities that may come up as we approach the end of the year. If you have additional questions about anything included in this guide, please call (800) 558-7567. We look forward to working with you this tax season!
• LPL Outlook 2024 - A Turning Point At LPL Research, we believe markets in 2024 will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. And the end of the Federal Reserve’s (Fed) rate-hiking campaign is indeed upon us. All of this said, it doesn’t mean that 2024 won’t have its own surprises or potential challenges. Reflecting on 2023, we certainly experienced our fair share of unexpected events. There was positive news: The U.S. economy was strong and the stock market performed relatively well, despite the Fed tightening monetary policy and raising interest rates. On the downside, we faced a regional banking crisis driven by interest rate risk and saw escalating conflict in the Middle East, reminding us that markets are seemingly constantly overcoming obstacles. LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from a financial professional, will help position investors to navigate this turning point and work toward achieving their objectives.
• LPL Research - LPLResearch.com is the official Research blog of LPL Financial. LPL Financial houses one of the largest independent research teams in the industry. Our team of experienced analysts, strategists, and investment specialists deliver objective advice and insightful commentary in a simple, relatable way. LPL Research aims to serve as your financial advisor’s trusted partner, providing market guidance and investment solutions to help you pursue your goals. To accomplish this, the team is separated into groups that work together across several functions: performing high-quality due diligence, offering asset allocation advice, creating and managing portfolios, communicating our market and economic insights, and providing exceptional customer service. At LPL Research, we understand that investing is both a financial and emotional effort, and it can be difficult to cut through all the clutter. We keep a pulse on the global markets so that we can keep up with the rapid pace of change and make sure you feel informed and ready for what may lie ahead. We also strive to communicate our perspective in a way that’s not only timely and useful, but also engaging and relatable. We produce a variety of publications, charts, videos, blog posts, infographics, and podcasts (our newest addition!) to deliver our analysis and insights.
• LPL AccountView - You want information that’s up to the minute and easy to get, as fast as possible. We understand. That’s why we're pleased to offer you the digital convenience of Account View and e-Delivery—secure online access to your portfolio from any device, anytime, anywhere.
• WealthVision - LPL Financial Planning Software WealthVision powered by eMoney
• What is a CDFA professional? - The role of the CDFA is to assist the client and his/her lawyer to understand how the financial decisions he/she makes today will impact the client’s financial future. Learn more at the Institute for Divorce Financial Analysts.
• LPL Guide to Reading Your Statement - Your quarterly statements from LPL Financial are designed to provide a clear, comprehensive view of your investments. Inside each statement, you’ll find: §A summary of key information is presented first on statements. §Total values and important changes are highlighted up-front, followed by supporting details. §Charts and graphs help you understand your information at a glance. §Explanations and disclosures are written in plain, understandable language. § If you have questions, your financial professional’s phone number and contact information are on the very first page. In addition to your quarterly statement, LPL provides a comprehensive yearly statement—and generates a simplified statement in any month when there is qualifying activity in the account.
• 2022/2023 Tax Season Guide for LPL Financial - Click Here to access the 2022/2023 Tax Season Guide for LPL Financial
• LPL Financial 2023 Market Outlook - LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there may be more challenges to come, but progress toward finding balance is well underway. And when those disruptions hit the market, it can be hard to find our footing and stay the course. Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals.