Account Agreements and Account Packets

The purpose of this page is to provide access to the most current version of LPL account agreements for the various account types LPL supports. Below is a list of the ways that you may receive services from your Advisor and LPL. By clicking on the correct category listed below you will be able to access the current version of the account agreement governing your LPL account.

 

Brokerage Agreements

Click below for access to the most current version of LPL brokerage account agreements.

Advisory Agreements

Click below for access to the most current version of LPL advisory account agreements.

RIA Platform Agreements

Click below for access to the most current version of LPL independent investment advisor account agreements.