To Establish a Datafeed from LPL to BillFin

To Establish a Datafeed from LPL to BillFin

Please follow the instructions found in the form (attached below) to fill out and submit to LPL for them to establish a data feed with BillFin for the accounts you wish to bill on. 

Once the form is completed, you can email your request to repimaging.email@lpl.com or fax to (858) 202-8350.

Email Template:

Subject: Establish data feed with BillFin

Hi LPL Team,

Attached is a completed form to request a data feed from LPL to BillFin. Please setup and notify me when that is done for BillFin to complete setup on their end.