Non-Proprietary Products and Tools

Get Your Clients What They Need

With our extensive lineup of non-proprietary products, you’ll have access to strategies to pursue any client’s goals.

Alternative investments

Our range of innovative products includes:

  • Managed funds
  • Hedge funds
  • Fund of hedge funds
  • Private equity
  • Real estate (non-traded REITs, limited partnerships)
  • Concentrated equity strategies (exchange funds)
  • Non-traded business development companies
  • Non-traded closed-end funds and interval funds
  • Alternative strategy mutual funds

Cash and credit services

Help clients manage cash flow and make the most of their reserves.

  • The Premier Plus Account offers the combination of an investment account with cash management services.
  • The Insured Cash Account (ICA) is an interest-bearing, automated bank-deposit, cash-sweep program, insured by the FDIC.
  • Collateralized lending is available through our partnership with select banks. Business and consumer lines of credit are collateralized by securities on deposit in brokerage and advisory accounts at LPL.
  • Credit cards and comprehensive rewards are available for you and your clients.

Annuities

We offer access to annuities from more than 40 companies and partnered with six leading insurance companies to develop a suite of innovative fee-based variable annuities. You’ll also benefit from a large selection of annuity research platforms, tools, and resources:

  • Internal annuity consultants – A dedicated team provides insight, suggestions, and education on all annuity products and research tools.
  • Annuity Intelligence – This comparison tool delivers detailed reports including fees and expenses, rider descriptions, sub-account data from Morningstar, and contract structuring guidelines.
  • S&P variable annuity profiles – Get access to individual sub-account performance reports, hypothetical illustrations, and contract profiles.
  • Vital Annuity – A fixed annuity search engine that sources some of the most competitive products and rates.
  • SPIA Quote Engine – A single-premium immediate annuity quote engine that delivers guaranteed quotes from 10 premier carriers.
  • Guaranteed Lifetime Income Calculator – A tool that enables you to compare worst-case scenario lifetime income amounts for variable annuities and fixed-income annuities.
  • Weekly Picks – Highlights the most competitive fixed and fixed index annuity rates for the week.
  • LPL Research – Recommendations for fee-based variable annuity asset allocation.

Equities

The LPL Financial Research Team has partnered with some of the top names in equity research, including CFRA and Credit Suisse.

Fixed income

Our specialists help you plan client strategies involving bonds and other fixed income securities, as well as current perspectives on the fixed income market.

Insurance

Enjoy access to an array of name-brand insurance companies, as well as a variety of carriers and products for addressing your clients’ insurance needs.

Mutual funds and exchange-traded products

  • Construct a well-planned and diversified investment portfolio with LPL’s comprehensive selection of:
  • More than 450 top-load and no-load mutual funds
  • A complete lineup of exchange-traded funds and exchange-traded notes from more than 35 established providers
You will also have continued access to Ivy Funds, and your accounts will map over without repapering.

Tools

All products available on our platform are supported by expert teams and tools, such as enhanced trading and rebalancing and portfolio review, designed to make serving your clients easier.