BillFin | Instructions For LPL

Instructions for LPL
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 ...
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 ...

BillFin | Instructions For LPL | Knowledge Base