Comprehensive Performance Reporting
100%
Clients' assets captured in custodial data and beyond
100
Reports available in the library
24/7
Access available; don't wait for your quarterly meetings

About the Platform

Financial professionals (and licensed staff members) transitioning to LPL — use the transition portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.
LPL financial professionals — take advantage of LPL’s business process platform, ClientWorks, to manage your business more efficiently. Open accounts. Use trading tools. Access the Resource Center, and more.
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.
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 with Account View.
Clients' assets captured in custodial data and beyond
Reports available in the library
Access available; don't wait for your quarterly meetings