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. Please copy our support team so we can watch for the new data feed.
*Note: LPL has informed us that in order to process the form, requesters MUST fill out the “Approved DBA for LPL Business” in
section 1 of the form. Please work with LPL if you have any questions on the form.
Suggested Email Template below (don't forget to attach the form!):
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.