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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.
Tailored, targeted, and timely digital marketing
A unique service of LPL, Marketing Solutions offers a dedicated digital marketing strategist for your practice. Working with you, your Marketing Solutions consultant will take care of your digital marketing via blogs, social media and more to expand your reach and maximize your connections with prospects as well as existing clients.
Advisor potential benefits from LPL Marketing Solutions:
- Up to 90% average increase in website traffic
- 45% average annual increase in social media connections
- Email open rates more than double the industry average*
- Delivery of new leads
- Growth in assets under management
*Based on a sample of subscribed advisors with open rates more than double the industry average of 22%.