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Cash and Banking Services

At LPL Financial we understand that the wealth management and financial planning products and services must encompass the full range of client needs. LPL offers a broad selection of cash management and banking services, making it easy for you to help manage client cash management and liquidity needs.

Cash Management

The Premier Cash Management program combines an investment account with convenient cash management services including:

  • Unlimited check writing
  • VISA Platinum debit card
  • Direct deposit
  • Comprehensive record keeping
  • Online bill payment

Collateralized Lending

Credit Cards

LPL Financial provides clients with access to an exclusive credit card and comprehensive rewards program. LPL Financial offers a program with unique features and benefits. The credit card program ensures clients have access to the finest products for their day-to-day spending needs, backed by consistent, top-quality service. Please contact your financial advisor for more details outlining additional benefits and information.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.