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.
Email Template:
Subject: Request for Files to Be Sent to BillFin
Hi LPL Team,
Please send back data files to BillFin for the period of [example: 4/1/2025 - 5/28/2025] and let me know when that is completed.
Thank you in advance!