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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.
Fixed income expertise
Once you’ve decided a fixed income strategy is right for your client, the LPL Financial Retail Fixed Income Sales and Trading team can help you plan your approach. As your on-call experts, they can suggest a variety of strategies, with new ideas on bonds and other fixed income securities, and current news on the fixed income market.
Products that inspire confidence
You can offer clients access to a full range of competitively priced taxable and tax-advantaged fixed income products through LPL, including:
- U.S. treasuries
- Government agency securities
- Mortgage-backed securities
- Municipal bonds
- Corporate bonds
- Equity and index-linked investments