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.

Award Trips

As a top producer, you will join other achievers at exclusive conferences that reward your hard work with a relaxing getaway and provide educational opportunities to grow your skills.

You've Earned It

As a top producer, you will join other achievers at exclusive conferences that reward your hard work with a relaxing getaway and provide educational opportunities to grow your skills.

Summit

Reserved for LPL’s most successful advisors, Summit gathers a prestigious community of leaders to share learnings and discuss solutions for the most pressing issues facing our industry.

Masters

Recognizing outstanding performers, advisors at the Patriot’s Club and Chairman’s Club level come together at an elite event that celebrates success, inspires performance, and explores valuable insights for both life and career.