Connect LPL Financial - Partner to your favorite budgeting tools
Automatically sync your LPL Financial - Partner transactions and balances. Set up in minutes with secure open banking connection.
1. Connect LPL Financial - Partner
Securely connect using open banking. Your credentials are never stored.
2. Choose your destination
Send your data to your favorite budgeting tools for tracking and custom analytics
3. Automatic daily updates
Your transactions and balances are automatically synced every day
Pricing
Save hours of data entry. Monthly plans start at 4 connections, yearly at 2 (for a limited time).
How many bank connections?
2
Minimum 2 connections for yearly plan
£2.50
per month (billed yearly)
£29.99 billed annually
Questions?
Frequently Asked Questions
Ready to connect LPL Financial - Partner?
Start your 7-day free trial, and get started in minutes.