Getting LPL Data Files (Historical Data)
BillFin only has LPL data from the date that LPL processed your Third-Party form requesting they share your data with BillFin. Since LPL does not send historical account data, if account data such as valuations and transactions are needed for preceding dates, you can email the LPL Data-feed team at lpldatafeeds@lplfinancial.com to request a specific date range to be sent to BillFin.
*Note: Historical data are sent out on Mondays. If submitted after 12pm on Friday, the historical data will likely not be sent to BillFin until a week after the following Monday.
Email Template:
Subject: Request for Files to Be Sent to BillFin
Hi LPL Team,
Please send historical data files to BillFin and let me know when that is completed.
Thank you in advance!
weekend delivery only for historical files 12pm cutoff time
could be full 10 days to next weekend
Approved DBA for LPL Business must be filled out.
historical data will be up to 10 years and all of it