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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.
Street View: Really Big Numbers March 27, 2020
LPL Financial Research CIO Burt White talks about 3 million jobless claims and the $2 trillion stimulus package.
LPL Market Signals Podcast | March 30, 2020
We’re starting to see a silver lining as we look at the stimulus package and other positive signals.
Weekly Market Commentary | March 30, 2020
We’ve seen positive developments from monetary and fiscal stimulus, and we update our Road to Recovery Playbook.
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.”
