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.
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.
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.
Strategic Wealth Services
A fully integrated breakaway solution that supports financial professionals in their transition and ongoing success.