New to LPL? You and your licensed staff members can find helpful resources and track your transition process in this portal.
The workstation that powers everything about your practice, with integrations into other technologies so everything is connected.
Send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or report that it’s been delivered.
Access your account 24/7 from any device and get real-time clarity into your portfolios, transactions, statements, and more.
You deserve a financial services partner who has the tools to help you succeed. LPL Financial offers a broad range of services so you can build the practice you want. From trusts and compliance to training and service support, we’ve got you covered.
Get expert support for all of your operational and technical needs via phone or email. Hundreds of support specialists across the country are ready to help.
Stay ahead of ever-changing rules and regulations. We’ll give you the support, training, oversight, and guidance you need to stay compliant.
Want to attract new clients and expand your reach? Create your own marketing materials, try turnkey solutions, or consult with our marketing specialists.
Save time and money with our scalable, cost-effective self-clearing platform. This tool offers faster, more efficient trades and access to powerful technology.
Improve your practice management skills. Stay current on industry trends. Whatever you want to learn, we probably have the training you need.
LPL offers trust services through its affiliate, The Private Trust Company, N.A. (PTC). Work with trust and estate planning experts to better serve your clients.