How do I get through the phone menu to a live person?
GetHuman researchers routinely call this LPL Financial phone number to document the phone system.
Here is our latest tip for weaving through the phone menu to get to a real person the fastest:Calling this LPL Financial number should go right to a real human being
Below are some clips we've found from LPL Financial's phone menus and tips that help give an idea of what you will encounter when you call. We've highlighted why they are important as well:
They may ask your reason for calling (instead of a menu)
"Thank you for calling LPL Financials client services line.
For quality purposes, this call may be monitored or recorded.
In a few words, tell me how I can assist you. You can say things like account info, trading, online access, or beneficiary support."
Excerpt from a call with LPL Financial
Tuesday, February 6, 2024 4:46 PM
In fact, much of this information on this page is superfluous because this LPL Financial phone number is a direct line to a human being. The line is well-staffed and you should anticipate a very short wait on hold or none whatsoever, as long as you are calling during business hours.
We don't know of any phone menus you would encounter when calling either.
What are the hours and when should I call?
LPL Financial operates the call center for this 800-558-7567 phone number Mon-Fri 8:30am-7:30pm ET.The short answer is that you should call on a Wednesday.This observation and the following section are based on analysis of a sample set of 294 calls made in the last 90 days using our free, web-based phone (see above).
An important note: busy times vs hold times vs best time to call
When we refer to busy or less busy times, we are talking about the volume of calls. The busiest times are when the most people are calling this LPL Financial phone number (least busy times have fewer people calling). This high call volume does not necessarily mean that you will have a long hold time when you call. Companies like LPL Financial staff their call centers differently based on the time of day and day of the week, so you may experience a shorter wait on hold at the busiest of times. When we refer to the best time to call, we are referring to the optimal combination of lower call volume and shorter wait times.
The least busy time to call
The least busy day to call LPL Financial is Wednesday.The most busy day to call is Thursday.Again, this is based on a sample of 294 calls made with our AI-powered, web-based phone in the last 90 days.
The shortest wait on hold
We measured the shortest hold times to be on Monday.The longest wait in the queue on average occurs on Wednesday.
The best time to call LPL Financial
In summation, the best day to call LPL Financial is Wednesday.This is not the day with the shortest wait on hold in the phone system, but we still recommend it for its ideal combination of low call volume and short hold times. Plus we believe that LPL Financial staffs the call center well on Wednesday.
Once again, please put this information in perspective because this phone number has no phone menu or long waits. It generally gets picked up right away if calling during their opening hours. If there is any way, it will typically be very short.
Why Customers Call LPL Financial
If you have time to do a bit of reading before you call LPL Financial, we recommend you read over some of our problem-specific articles.
Yes, you can access your LPL Financial account online. LPL Financial offers a secure and convenient online portal that allows you to access your account anytime, anywhere. Through this online platform, you can view your account balance, review your investment holdings, track account performance, and monitor progress towards your financial goals. Additionally, you can easily access important documents, such as account statements and tax forms. The online portal also provides tools and resources to help you make informed investment decisions and stay updated on market trends. To ensure the security of your information, LPL Financial incorporates advanced encryption and multi-factor authentication methods. With online access, managing your LPL Financial account has never been easier.
LPL Financial is a leading financial services firm, offering a comprehensive range of services to help individuals and organizations achieve their financial goals. With a strong network of independent advisors, LPL Financial provides personalized investment advice, portfolio management, and financial planning services. They assist clients in creating tailored investment strategies, retirement planning, wealth management, and estate planning solutions. Additionally, LPL Financial offers access to a wide array of investment products and services, including stocks, bonds, mutual funds, annuities, insurance, and alternative investments. Their advisors combine expertise with cutting-edge technology platforms to deliver personalized solutions and help clients navigate the complex financial landscape. Whether it is retirement planning, asset allocation, college savings, or managing wealth, LPL Financial has the capabilities to address various financial needs.
LPL Financial offers a wide range of services to meet the diverse needs of our clients. The fees associated with our services vary depending on the type and complexity of the investment products or services chosen. Our fee structure is transparent and tailored to ensure value and affordability. We strive to provide competitive pricing while maintaining the highest level of service and expertise. Fees may include advisory fees, transaction fees, and account maintenance fees, among others. To obtain specific information about the fees related to a particular service or investment option, we encourage individuals to consult with one of our financial professionals who can provide personalized guidance based on their unique financial goals and circumstances.
Click the link above to get answers to just about any LPL Financial customer service question, including step by step guides for the most complex issues. You can also detail a new issue and get answers instantly.
Below is a sample of recent calls to LPL Financial, and their purpose. Are any of these similar to the reason you are trying to call?
Trouble with account login: "I'm trying to log in to my account, but I don't know what my credentials are anymore."
- From a call lasting 11m 26s , Feb 6, 2024 4:46 PM
Conclusion and closing notes
This is LPL Financial's best phone number, the real-time current wait on hold and tools for skipping right through those phone lines to get right to a LPL Financial agent. This phone number is LPL Financial's best phone number because 1,764 customers like you used this contact information over the last 18 months and gave us feedback. Common problems addressed by the customer care unit that answers calls to 800-558-7567 include Setup an account, Question, Complaint and other customer service issues. Rather than trying to call LPL Financial first, consider describing your issue first; from that we may be able to recommend an optimal way to contact them via phone. In total, LPL Financial has 2 phone numbers. It's not always clear what is the best way to talk to LPL Financial representatives, so we started compiling this information built from suggestions from the customer community. Please keep sharing your experiences so we can continue to improve this free resource.
GetHuman does not provide call center services or customer support operations for LPL Financial. The two organizations are not related. GetHuman builds free tools and shares information to help customers of companies like LPL Financial. For large companies that includes tools such as our GetHuman Phone, which allows you to call a company but skip the part where you wait on the line to get a live human rep. We continue to work on these tools to help customers like you (and ourselves!) navigate the messy phone menus, hold times, and confusion with customer service. As long as you keep sharing it with your friends and loved ones, we'll keep doing it.