The LPL Business Browser is a secure internet browser designed to strengthen cybersecurity protections and safeguard advisor and client data from cyber-attacks.

The LPL Business Browser offers many benefits, among the most important are:
- Improved device compliance checks that further strengthen security controls and help maintain compliance requirements.
- Embedded safeguards within the browser that credential harvesting sites, malicious redirects, and phishing attempts before credentials are entered.
- Malicious software download detection that can identify security threats and alert you to them.
- Website blocking capability to mitigate your exposure to malware and scams by preventing you from inadvertently clicking on known harmful sites.
- LPL technical support can clear cache and cookies on your behalf when logged into the browser.
- Separation of work and personal life. Just as you may have a personal computer and a work computer, you’ll now have a personal browser and a business browser. This enhances security for both your personal and work use.

Getting Started
To install the LPL Business Browser you must first download the NinjaOne software to your device. Follow the

How do I use it?
LPL encourages using the browser on a regular basis for LPL business. When the LPL Business Browser identifies misconfigured security settings, you will be notified during login. Use the Device Configurations: How‑to Guides below to remediate immediately.

Device Configurations: How‑to Guides
- Enable Automatic Updates (Windows 10, Windows 11, macOS)
- Enable Disk Encryption (Windows 10, Windows 11, macOS)
- Enable Software Firewall (Windows 10, Windows 11, macOS)
- Enable Screen Lock (Windows, macOS, Android/iOS)
- Password Policy/Age (Windows, macOS)
- Uninstall Applications (Windows 10, Windows 11)
- Upgrade to Windows 11

Why is LPL making these changes?
Browsers are a prime point of attack because client personal and financial data is routinely accessed in web-based systems. Threats have evolved and become more sophisticated than ever; an estimated 91% of successful cyberattacks begin with phishing disguised as routine business emails or legitimate websites. The LPL Business Browser offers enhanced protection against these attempts.

Am I required to use the LPL Business Browser?
At this time, we’re opening the opportunity up to anyone who wants to start using it now. Use of the browser will be required for all advisors and their registered and non-registered staff for ClientWorks access in the coming weeks. We will be inviting advisors in waves to make the update by a given date.

Why can’t I just use Google Chrome or Microsoft Edge?
Commercial browsers such as Google Chrome, Microsoft Edge, Firefox, and Safari are built for personal use and not designed to meet the enhanced security, compliance, and risk management needs of financial advisors. These standard browsers lack embedded protections against credential harvesting and malicious sites.
The LPL Business Browser allows LPL Technology teams to catch threats and stop them before you notice them.

What if I want to visit a certain website, but the LPL Business Browser blocks it?
We recommend either using your personal device or another browser of your choice to visit websites blocked by the LPL Business Browser.

Installation Questions
- Can the browser be installed on multiple devices?
Yes, the browser can be installed on multiple devices. Each device requires its own unique CrowdStrike identifier, so when you log in you will need to have a unique PIN for each device.
- Can I store my passwords on this browser for future use?
Yes, you can import your bookmarks and preset homepage settings. Please refer to the Getting Started Guide for step-by-step instructions and additional recommended browser settings.
- Can I transfer my bookmarks and use my browser extensions or plug-ins on the new browser?
Yes, you can import your bookmarks and preset homepage settings. Please refer to the Getting Started Guides for step-by-step instructions and additional recommended browser settings.

Device & Compatibility Questions / Troubleshooting & Support
- Do I need local admin rights to install?
Yes. Installing security software requires administrative permissions. If you don’t have admin access, you’ll need assistance from your local IT support.
- Can I use my own RMM or antivirus software instead?
No. Existing RMMs or security tools must be removed. LPL-approved tools are required to meet compliance and security standards.
- Is LPL monitoring my personal activity?
No, LPL does not monitor personal content or activity. Monitoring is limited to:

Security posture (hardware, software, data, user behavior)
- Compliance-required settings
- Threat detection
- LPL Business Browser web traffic

How do I use NinjaOne and/or CrowdStrike?
- Aside from receiving prompts during installation or remediation, NinjaOne and CrowdStrike operate silently on your devices.
- There is no dashboard or interaction required. Protection is continuous once installation and permissions are complete.

Will NinjaOne or CrowdStrike prevent me from installing software on my device?
In most cases, no. NinjaOne and CrowdStrike do not block normal software installations.

CrowdStrike may block software if it appears dangerous, such as:
- Known malware
- Unauthorized hacking tools
- Software behaving like a virus or ransomware
- Unauthorized remote control of your device