Transition Portal

Financial professionals (and licensed staff members) transitioning to LPL — use this portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.

Financial Professional Login

LPL financial professionals — take advantage of LPL’s business process platform to manage your business more efficiently. Open accounts. Use trading tools. Access the Resource Center, and more.

Relationship Summary (CRS)

To send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or to report hand delivery to a prospect or existing client.

Investor Log In

Clients of LPL financial professionals — access your account 24/7 from any device, anytime, and anywhere, and get real-time clarity into your portfolios, positions, transactions, statements, and more.