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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.
Products and Platforms
Every client is unique. That's why LPL Financial offers access to a broad range of nonproprietary products and tailored investment platforms for your practice. With support from expert consultants and an array of advisor tools, you're ready to provide in-depth asset management for every investor.
Advisory platforms and tools
Advisory platforms and tools
The sheer variety of private wealth management platforms and advisory platform tools are assembled to keep your business running efficiently without sacrificing client service. With support from expert consultants and an array of advisor tools, you’re ready to provide in-depth asset management for every investor.
Products
From financial services to financial planning, our access to a broad range of products and solutions allows you to serve your clients and grow your practice. With LPL Financial, you can provide the choice and objectivity to guide your clients toward their financial goals.
Alternative investments
LPL Financial offers a range of products designed for formulating, supporting, or supplementing specific strategies to address clients’ expectations.
Annuities
LPL offers you access to a broad scope of investments from more than 40 annuity companies.
Cash and banking services
LPL Financial offers access to cash and working capital management, banking services, and credit card solutions.
Equities
The LPL Research team equips you with the latest equity investment insights and expert advice so you can make more informed decisions.
Fixed income
You can offer clients access to a full range of competitively priced taxable and tax-advantaged fixed income products through LPL.
Insurance
With LPL Financial, you have access to a suite of insurance solutions through our full-service, in-house insurance agency.
Mutual funds & ETPs
LPL offers a comprehensive selection of both mutual funds and ETPs, along with the robust technology needed to fully support all transactions.