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  3. Cash Management

Cash Management

Cash Management
With the Premier Plus Account, you have the combination of an investment account with convenient cash management services, including:

Unlimited check writing

A daily sweep of uninvested cash into a fund or deposit program

VISA® Platinum debit card

Direct deposit and online bill payment

Comprehensive record keeping

The Insured Cash Account (ICA) program is an interest-bearing, automated bank-deposit cash-sweep program insured with the FDIC. You have the benefit of earning a return on uninvested cash, along with:

Multiple banks and a tiered interest-rate structure

Automatic sweeps into the Insured Cash Account (ICA) or a Money Market Fund

Instant account transfers when cash is needed to cover a debit

Collateralized Lending
We've partnered with select banks to offer business and consumer lines of credit.

The lines of credit are collateralized by securities on deposit in brokerage and advisory accounts at LPL however they cannot be used to buy or carry margin securities or other investments.

Credit Cards
Credit cards offer a comprehensive rewards feature:

Comprehensive products for day-to-day spending needs.  LPL Financial Premier Plus is backed by consistent Visa Platinum Check Card service

 

Business Owners

  • Cash Management
  • Retirement Plans
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  • Insurance
  • Tax Minimization
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