Welcome to the Global Planning Service Center. You will find a variety of resources to assist you with your financial and investment planning.  Our service center is available to you 24 hours a day, 7 days a week. Please use the navigational links to visit the resources available.

Account View
Convenient access to your LPL Financial accounts.

Forms
Download account forms, questionnaires for consultations, etc. You will require a unique password
to access. Contact an advisor or call US 1-800-621-4104, or for outside the US call 011-1-303-989-8512, to speak to an advisor.

Documents Vault
Scan and upload your confidential documents in a safe and secure environment to your own personalized vault. You will require a unique password to access. Contact an advisor or call US 1-800-621-4104, or for outside the US call 011-1-303-989-8512, to speak to an advisor.

Email an Advisor
For a financial analysis or investment perspective, contact an advisor via email inquiry or call us today. US 1-800-621-4104, or for outside the US call 011-1-303-989-8512.