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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.
Social Responsibility
At LPL Financial, corporate social responsibility is integral to who we are as a company. It guides how we interact with each other, our communities, and our planet, as well as how we conduct business.
300
The approximate number of LPL employees who volunteered during May Serve Days 2019.
18 million
The number of gallons of rainwater collected each year at the Carolinas campus.
100%
LPL’s score in a national benchmarking report on LGBTQ workplace equality practices.
Diversity & inclusion
We support workplace equality and embrace the different perspectives and backgrounds of our financial advisors, employees, and other stakeholders. This creates an environment in which we all can do our best.
Community involvement
Community involvement
Whether mentoring underserved youth or teaching fundamental budgeting and financial planning skills, LPL advisors and employees actively work to empower people to pursue their life's aspirations.
Environmental sustainability
From on-site recycling and composting to our LEED-certified facilities in San Diego, CA, Fort Mill, SC, and Boston, MA, environmental sustainability runs deep in the LPL workplace and mindset.
Business practices
Business practices
We believe our work at LPL makes a difference — for you, for us, and for the communities in which we live and work. That’s why we share a passion for conducting business ethically and exceedingly well.
Corporate sustainability
Our business affects more than our employees, our advisors, and their clients. That’s why we seek to better understand the environmental, social, and governance factors that we affect through our work.