Planning Tools and Resources

Investments & Retirement

Planning Tools and Resources

Tools and online resources for all of your investment needs.

Investment Calculators

Click here to access a variety of investment calculators for your use.

Investments frequently asked questions (FAQs).

Who is LPL Financial?
LPL Financial, member FINRA, SIPC, is a full-service broker dealer. Our relationship with LPL offers a full line of financial products, plus advisory accounts, sophisticated bond strategies for all types of bonds and real estate investment trusts. You will have access to all of these products along with the same excellent service you expect from Old National.

I am interested in talking with someone about investing. Where do I begin?
You can visit your local banking center, or find a Financial Advisor on oldnational.com. Our Advisors will meet with you to discuss your goals and work towards meeting your needs.

I have investment accounts other places. Can I consolidate my accounts and hold them all at Old National?
Yes! Your Old National Financial Advisor can assist you with the paperwork needed to transfer your outside investment accounts to Old National Investments.

Will I be able to view my investment account on line?
Yes! Online account access is available. Your Financial Advisor will help you set up your account ID and password.

Who can I call if I need to place a trade and my Financial Advisor is unavailable?
You can contact the LPL Financial trading desk at 1-800-558-7567. They can assist you in placing your trade if you are unable to reach your advisor.

Disclosures:

Financial Advisors of Old National Investments are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and it's affiliates, Member Finra/SIPC. Old National Investments is not a registered broker/dealer investments are: Not FDIC Insured, may lose value, are not bank guaranteed, and are not obligations of Old National Investments. LPL Branch office located at One Main Street, Evansville, IN 47708. Investments Advisory Services offered through LPL Financial, A SEC Registered Investment Advisor.

Finra www.FINRA.org SIPC www.sipc.org

This site is designed for US residents only. The services offered within this site are offered exclusively through our US registered representatives. LPL financial US 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.

Investments & Retirement