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LPL Financial United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with LPL Financial APIs to sync your finances to spreadsheets.

Fintable es una herramienta financiera que se conecta automáticamente a tus cuentas bancarias y exporta saldos y transacciones a Google Sheets o Airtable. Esta integración funciona con Plaid en 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

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Connection Information

Bank API details

Domain
lpl.com
Portales de acceso
Account View for Investors
Estado en Fintable
Compatible
This connection is supported by Fintable via Plaid.
Disponibilidad
Integración de Fintable Fintable tiene una integración con Plaid.
Sí
Proveedor activado Fintable tiene Plaid activado para los clientes.
Sí
Funciona según el proveedor Plaid informa de que esta conexión funciona.
Sí
Conexión activada Fintable ofrece esta conexión a los clientes.
Sí

Una conexión solo se puede vincular cuando las cuatro indican «Sí».

API Access
Accounts, balances, and transactions from LPL Financial are available programmatically via the API de Fintable 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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Lleva el control de tus finanzas con IA y hojas de cálculo.

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.

A Fintable finance template in Airtable, with bank accounts and their categories

Similar Financial Connections

Related API connections. These may be the same financial institution, or they may be different bank branches or different bank products in different countries.

Language / Idioma
Moneda
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