DDST

Account Types

100

This account type is for one person? 

Individual Account 

200

This account type if for a Legal Entity 

Trust Account 

300

This account is between multiple people, if someone dies, all assets go to surviving account holder(s)

Joint with rights of survivorship 

400

This account is created if the person did not have a beneficiary designation on file.

Estate Account 

500

This account is a type of account between multiple people only allowed in certain states

Community Property Account 

Forms

100

Form required to open a retirement brokerage account?

F1BR

200

Form required to open a non retirement brokerage account?

F1BN

300

Form required to open a non retirement advisory account?

F1AN

400

Form required to open a retirement advisory account?

F1AR

500

Form Required to add TOD 

F75

Product Class Codes

100

BBK

Brokerage- Non Retirement

200

Qualified Brokerage Non Retirement

QBK 

300

I am an account type where assets are held outside of LPL 

Direct Business 

400

Name a managed Account that is managed by LPL's Managed Account Department 

OMP or MWP 

500

Name a managed account that is managed by a money manager outside of LPL 

Manager Select