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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.
Municipal Securities Rulemaking Board (MSRB) Investor Information
LPL Financial LLC is registered with the Municipal Securities Rulemaking Board (MSRB) and the U.S. Securities and Exchange Commission. The website address of MSRB is www.msrb.org. An investor brochure that describes the protections that may be provided by MSRB’s rules and how to file a complaint with an appropriate regulatory authority can be found at MSRB’s website, at
http://msrb.org/~/media/Files/Resources/MSRB-Investor-Brochure.ashx?la=en