Person using digital device

Going Digital: Efficient and Secure

Spend less time on routine tasks for your advisory practice, and focus more on your clients' needs and business growth strategies.

Improve security and efficiency with easy-to-use digital tools

LPL Financial is invested in giving you the tools and technologies you need to adapt to a continually changing workplace and meet your clients where they are. At LPL, you'll have access to:

Document management

  • eSignature: Securely sign and submit documents electronically from desktop and mobile devices.
  • iDoc: LPL’s compliance-approved document management service reduces paperwork processing time by storing client documents on a secure system for easy access.
  • eDelivery: Your clients can go paperless and receive monthly statements, quarterly performance reports on advisory accounts, trade confirms, prospectuses, and proxies.

Asset management

The Enhanced Trading & Rebalancing Tool is an integrated single-platform solution that helps simplify the portfolio rebalancing process, letting financial advisors rebalance hundreds of accounts with a few clicks.

Financial planning

Clients can access a more robust view of their financial lives with WealthVisionSM, a powerful web-based wealth planning tool.


You will have access to a bundle of compliance tools, including advisory and other supervision tools, and a marketing compliance system.

Technical support

From initial platform setup to advanced troubleshooting, our skilled technology experts are available via phone and email to answer questions promptly and efficiently, from 7:30 a.m. – 7:30 p.m. ET, Monday – Friday.

Vendor Affinity Program

The Vendor Affinity Program lets you choose from our network of trusted industry partners. Find technology products and services, ranging from customer relationship management to performance reporting, and, because of our scale, many vendors offer discounted rates to our financial advisors.

Our 70+ vendors include:

  • Morningstar*
  • Redtail*
  • Salesforce*
  • Wealthbox
  • Paychex
  • Black Diamond(r) Wealth Platform*
  • Ford Equity Research
  • LifeYield
  • Thomson Reuters
  • AdvicePay
  • AdvisorRoadmap
  • Succession Resource Group
  • RightCapital

* These have varying levels of integration with LPL Financial.

Contact us today to get started


Run your business more efficiently from a single location with LPL ClientWorks, our comprehensive advisor platform.

Account View

Find out how LPL’s Account View lets investors check their accounts 24/7 from any device.

White Papers

Review these white papers for strategies you can use to more effectively guide your clients and build your practice.