Connect LPL Financial to your favorite budgeting tools
Automatically sync your LPL Financial transactions and balances. Set up in minutes with secure open banking connection.
1. Connect LPL Financial
Securely connect using open banking. Your credentials are never stored.
2. Choose your destination
Send your data to your favorite budgeting tools for tracking and custom analytics
3. Automatic daily updates
Your transactions and balances are automatically synced every day
Pricing
Frequently Asked Questions
Ready to connect LPL Financial?
Start your 7-day free trial, and get started in minutes.