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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
We Are LPL
Strong. Committed. Proud. Whether you’re a financial advisor, institution, or an investor, learn what joining LPL can do for you.
Build Your Practice
Advisors, build the practice you want with a range of financial management products and business models to help meet your goals.
Empower Your Institution
Get the tools, technology, and resources you need to grow your investment programs and help your bank and credit union teams succeed.
Find the Right Advisor
The advice of a qualified financial advisor can help you pursue your goals. Here’s how to find an advisor who’s right for you.
Focus on What Matters
LPL welcomed a record number of financial advisors this year at our annual flagship conference, Focus, held August 17-21 in San Diego. From our welcome event speaker, Katie Couric, to education sessions led by industry experts, find out what inspired LPL advisors and their staff.
LPL Market Signals Podcast | October 21, 2019
LPL strategists answer questions on market sentiment, negative debt, interest rates, and the best advice for a new investor.
Weekly Market Commentary | October 21, 2019
We just entered one of the market’s historically strongest periods, and we still see long-term opportunity in U.S. stocks.
Midyear Outlook 2019: What Really Matters in the Markets
Midyear Outlook 2019 offers investment guidance and market analysis – so you can navigate the second half of the year.
Make Diversity and Inclusion Work for Your Practice
From Millennials to the LGBTQ community, there’s an increasingly diverse mix of prospective clients. Is your financial practice prepared to reach them? Gain insights from LPL leaders and financial advisors in LPL’s new video series, “Around the Table.”
