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LPL Financial launches Cash Management Account for integrated banking and investing.
ByAinvest
Wednesday, Nov 12, 2025 9:10 am ET1min read
LPL Financial has launched a Cash Management Account (CMA) that combines banking features with investing, allowing clients to manage uninvested funds, make payments, and maintain a unified view of their finances on LPL's Account View platform. The CMA aims to simplify clients' financial lives by integrating traditional banking features with investing, reflecting LPL's commitment to delivering a comprehensive financial experience.
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