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.
Start writing your next chapter. Fill out the following short, nonbinding profile form to begin the LPL Financial Compliance Review process. Completing it now will allow for a smoother transition process should you decide to join LPL. A dedicated transition consultant will follow up with you within five days of your submission.