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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.
- Exercise Your California Consumer Privacy Act Rights
- Privacy Policy
Describes sharing of information pursuant to the California Consumer Privacy Act
- Consumer Privacy Notice
Describes sharing of information pursuant to the federal Gramm Leach Bliley Act and similar state laws
- Identity Theft Prevention/Red Flag Policy
Discusses identify theft responsibilities and procedures
- Frequently Asked Questions
Additional questions you may have about our privacy and security practices and protecting your information
Our mailing address for purposes of the Consumer Privacy Notice is:
LPL Financial
Attn: Privacy Office
1055 LPL Way
Fort Mill, SC 29715