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.
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.
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.
Strong. Committed. Proud. Whether you’re a financial advisor, institution, or an investor, learn what joining LPL can do for you.
Advisors, build the practice you want with a range of financial management products and business models to help meet your goals.
Get the tools, technology, and resources you need to grow your investment programs and help your bank and credit union teams succeed.
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.
A positive jobs report and strong consumer spending are reasons to return our investing focus to the fundamentals.
U.S. economic growth has slowed in 2019, but we believe the economy will continue growing through 2020.
LPL Research’s Outlook 2020: Bringing Markets Into Focus offers investment insights, market guidance, views on the elections, and forecasts for 2020.
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.”