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.
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.
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.
However you choose to define business success, LPL Financial offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice, program, or team you’ve envisioned.
As an independent advisor you can pursue the freedom and rewards that come from building your own business.