LPL Financial Trade Direct enables clients to place trades online seven days a week, providing you with the flexibility of investing when it is most convenient for them. You may use the online platform to trade in stocks, ETFs, mutual funds, and options. Clients may also place orders by phone.
- $19.95 Market and Limit Orders*
Clients have access to tools and resources to help them invest and manage their portfolio on LPL’s easy-to-use website. Clients can view balances, portfolio holdings, history, trade confirmations and more.
LPL Financial Trade Direct makes it easy to keep abreast of the latest market conditions, allowing clients to track market indices and market movers, access market headlines, and more.
- Access Quotes and News: Clients have access to delayed quotes on research screens and real-time quotes on trade screens.
- Market Summary: Clients can stay on top of the market with a snapshot of the major market indices as well as search by symbol, create model portfolios, view company profiles and more.
To learn more about the advantages of the LPL Financial Trade Direct account option, simply contact your representative today or call CFS Investments, Inc. at (800) 322-7254.
*Online orders only. Based on the current LPL Financial Fee Schedule. Includes $5.00 Confirm Fee.