Important Account Updates

If you have any questions about the recent mailing you received regarding the upcoming transition of your account(s), first and foremost, please contact your Financial Representative or you may call us at (800) 345-5653. If you call us, please ensure to have the letter(s) you received on hand and provide the Reference Number(s) found at the bottom of the first page.

Important dates to keep in mind include the following:

For additional information regarding LPL Financial, please visit lpl.com or call 800-877-7210.

Press Release: National Planning Holdings Announces Sale to LPL Financial