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.
By leveraging the strength, scale, technology, and resources of LPL Financial, you can maintain your brand and eventually choose a viable business model to grow your practice without compromising independence.
The Broker/Dealer ModelControl, Flexibility, and Choice
A partnership with LPL Financial will provide you with resources to address our continuously evolving industry and allow you to spend more time servicing clients.