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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.
Build on Your Success
As your practice grows, you may find you’re looking for new advisors to join the team or additional administrative staff to help support your clients. LPL can help you find the right people and develop their skills. The following represents the services we offer.
Recruiting Advisors
The LPL Institution Services Advisor Recruiting team can help you find and recruit the traditional, specialty or junior advisors you need. From candidate selection to the onboarding process, the Advisor Recruiting team works in partnership with you.
Developing Your Administrative Staff
LPL can help you offer a range of educational and training opportunities for your administrative staff so they can deliver the highest level of investor client service. With our AdminU program, students acquire the business and interpersonal skills needed to effectively administer a financial advisor's office, including office management, technology, client service skills, and marketing proficiency.