We understand that you may occasionally need assistance outside of our availability, especially during scheduled meetings or busy times. To ensure you always have support, LPL Financial provides a dedicated Client Services team to help with many day-to-day account needs.
LPL Client Services Support
If you are unable to reach our office, you may contact the LPL Financial Client Services team directly:
Phone: (800) 558-7567
Hours: Monday through Friday, 9:00 a.m. to 6:00 p.m. Eastern Time
When calling, you can say phrases such as “account info” or “online access” to be connected to a
service professional.
How They Can Help
The Client Services team can assist with a variety of basic account needs, including:
- Balance inquiries
- Account documentation
- Transaction activity
- Account updates
- Historical account data
- Support with Account View (online access)
- Account maintenance
- Client mailings
Important Notes
While the Client Services team is a helpful resource, there are a few important limitations:
- They do not provide investment advice or recommendations
- Advisory-related questions will be referred back to our office.
For distribution requests:
- You will typically be directed to contact our office
Access Your Accounts Anytime
You can view your accounts, balances, and history anytime using the LPL Account View platform.
Download the Mobile App
- https://play.google.com/store/apps/details?id=com.lpl.avlpl&pcampaignid=web_share
- https://apps.apple.com/us/app/lpl-account-view/id1397972267
Watch: How to Use Account View
To help you get the most out of your Account View access, you can watch this helpful walkthrough:
We’re Still Here for You
While LPL’s Client Services team is available to support you, our team remains your primary point of contact for guidance, planning, and personalized service.
If you have questions, need advice, or would like to schedule time with us, please don’t hesitate to reach out. It is always our privilege to serve you.