LPL Financial United States 🇺🇸
Fintable bank API integration powered by Plaid.
Fintable integrates with LPL Financial APIs to sync your finances to spreadsheets.
Fintable is a financial tool which automatically connects to your bank accounts and exports balances and transactions to Google Sheets or Airtable. This integration is powered by Plaid in United States.
LPL Financial LLC is a U.S. broker-dealer and wealth-management firm serving investors through financial advisors, as well as supporting advisors and institutional wealth programs; it is not a conventional deposit bank. Its site describes a nationwide U.S. service. This Plaid connector provides account balances and investment activity for LPL customers: non-retirement brokerage accounts and an IRA were observed in connected accounts. Those observations do not establish coverage of every LPL investment, lending or institutional product. The investor-facing Account View is distinct from the firm's ClientWorks advisor workspace and The Private Trust Company's trust-account access. Separate Finicity and Yodlee connectors also list LPL Financial, but their precise overlap with this Plaid connector has not been established.
Live Connection Health
Connection Information
Bank API details
- Domain
- lpl.com
- Login portals
- Account View for Investors
- Fintable Status
- This connection is supported by Fintable via Plaid.
- Availability
-
Fintable integration Fintable has an integration with Plaid. Provider enabled Fintable has Plaid switched on for customers. Reported working Plaid reports that this connector works. Connector enabled Fintable offers this connector to customers. A connector can be linked only when all four are Yes.
- API Access
- Accounts, balances, and transactions from LPL Financial are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- LPL Financial
- PLAID Institution ID
- ins_116508
- Provider Domain
- lpl.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your LPL Financial accounts to spreadsheets and lets you analyze your data with Claude or ChatGPT. Use Google Sheets or Airtable for finance dashboards, or build your own on top of our API. Our mission is to be the most trusted, reliable and powerful DIY financial data platform in the world.
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