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Transition Portal

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.

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Financial Professional Log In

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.

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Relationship Summary (CRS)

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.

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Investor Log In

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.

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Consulting for Client Success

Our experienced consulting teams can help you analyze your practice to identify opportunities for growth, and ways to effectively streamline your business. Practicable advice helps you market to new clients and plan for the future.

Financial planning

Financial planning

LPL offers consultancy support and dedicated tools to help advisors improve the financial planning guidance and experience they offer to investors.

Private client

Private client

Our Private Client Consulting team helps advisors begin building an affluent client base, or support an existing client base, with resources designed to meet unique wealth management needs.

Insurance planning

Insurance planning

LPL Insurance Associates, Inc. (LPL Insurance) partners with advisors and provides support through services, resources, and training designed to make offering life insurance products more streamlined and strategic.

Private trust

Private trust

LPL Financial provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), which allows you to offer trust administration services to investors.