INTRUST Financial Services will help get you on track.
Will you have enough money for your children’s education, a comfortable retirement, the ability to afford assisted living, or the means to leave an estate? Your life is full of milestones that will affect your financial future. That’s why it’s important to get the help you need, and there is no better place than right here at INTRUST.
With the Guidance of a Financial Advisor
If you are seeking the advice of an experienced, registered professional, an INTRUST Financial Services LPL Financial Advisor will work with you to develop a plan that fits your goals. We can help you make informed decisions about retirement planning, college planning, insurance and taxes.
On your own, with Trade Direct
If you prefer to make your own investment decisions, INTRUST Financial Services offers access to online trading through LPL Financial Trade Direct. Enjoy instant access to your brokerage account so that you can make your self-directed investment decision anytime.
Get started today.
1. Access LPL Financial Trade Direct to establish an account.
2. View the Resources page found under the Client Services tab for step by step direction to guide you through the account opening process, including selecting an account type, required forms, ways to fund your account, and instructions on how to submit required forms and any deposits to LPL Financial.
3. Upon receipt of your paperwork, LPL Financial will send a welcome letter providing you with your new account number and instructions on how to create a Trade Direct User ID and login for online trading.
4. Once you complete the steps outlined in the welcome letter from LPL Financial, you can begin trading in your account.
Securities offered through LPL Financial, Member FINRA.../SIPC. Insurance products offered through LPL Financial or its licensed affiliates. INTRUST Bank N.A. and INTRUST Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial’s U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.