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Whether you're an independent investor who makes your own investment decisions, or someone who appreciates the value of investment guidance, you can save on commissions with the discount brokerage services offered through LPL Financial. Trades may be executed via a convenient 800 number or the Internet. With our online link to LPL Financial you can analyze your portfolio, follow investment trends and check security prices. Middlefield Banking Company members enjoy the added convenience of settling transactions quickly and easily through their MB checking account.
LPL Financial online trading features include:
- Real Time Quotes
- Research & Market News
- Stock, Option & Mutual Fund Order Entry
- Customer Service & Technical Support
- Account Balances
- Transaction History
- Order Status
- Portfolio Monitoring
- And Much, Much More
Through LPL Financial’s Internet Discount Brokerage Service called NetExchange Client, you can access a convenient and secure way to conduct trades online 24-hours a day, 7-days a week — for just $19 a trade. Plus, you get Market Watch and research tools at your fingertips, making it easy to control your investment portfolio online.
- Click here to see a demo.
(Select the "Portfolio Demo" or "Trading Demo.")
- Click here to Sign On to your existing Internet Discount Brokerage account. (Select "Sign On" on the top right corner.)
- Click here to find out how to open an Internet Discount Brokerage account. (Select "Open Account".)
- What do I need to trade online?
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Open a LPL Financial Account Today!
Call an Investment Consultant today at 1.888.801.1666 to open an account or to learn more about our services, you can also complete the information request form, and we will contact you.
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With a discount service brokerage account at LPL Financial, you can view your account portfolio online anytime. There is no fee for this online service. To setup your LPL Financial account online, complete the LPL Financial Internet Agreement and Activation form. You will need Adobe Acrobat Reader installed to view and print the form. If you are unable to view the form, please contact us, and we will mail or fax it to you. After you have printed and completed the form, please mail or fax it to the address below. Once your LPL Financial account has been setup for online access, you will receive an e-mail with instructions on how to access your account.
Mail the form to:
The Middlefield Banking Company
Attn: Thomas Hart
15985 East High Street
P.O. Box 35
Middlefield, OH 44062
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