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Trading

Trading is a cost of doing business but should never cost you your business. Helping you to maximize profitability by containing costs is a primary goal at LPL Financial. One of the many ways we help our advisors lower expenses is through automated trade processing.

LPL Financial advisors have access to cutting-edge trading technology that utilizes the Internet, allowing them to conduct business quickly and efficiently. Our BranchNet system allows advisors to trade mutual fund, equity and various fixed income client holdings online through LPL Financial brokerage accounts. Online trading creates significant efficiencies resulting in competitive pricing for advisors.

  • Mutual fund, equity, certain fixed income and option trades can be processed through BranchNet allowing advisors timely execution of their orders
  • Advisors have the ability to place batch transactions for mutual funds, providing the ability to process the same transaction for the same fund across multiple accounts
  • Advisors can also submit systematic trade instructions via BranchNet

The LPL Financial Trading Desk is staffed with experienced equity, fixed income and mutual fund traders who are adept in the technologies used to execute high volumes of trades while maintaining excellent service for our advisors and their clients.

BranchNet
ASI Portfolio Rebalancing Tool