Menu
Advisors Moving to LPL
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.
Current LPL Advisors
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.
Clients of LPL Advisors
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.
Insurance offerings
Tap into the expertise of LPL Insurance Associates to help solve your clients’ needs for insurance products and to grow your business.
Protection in a portfolio
As part of a portfolio, insurance can be a much-needed solution that helps your clients pursue their goals.
LPL Insurance Associates is focused on helping you assist clients with insurance products and growing your business by expanding your menu of services. You’ll enjoy personal guidance and support, point-of sale guidance, case consultation, and more from our insurance industry expertise.
Your partnership with LPL Insurance Associates includes access to a comprehensive scope of product options like annuities, life insurance, long-term care, disability protection, advanced client solutions—all supported by fully integrated technology, underwriting, and training.