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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.
LPL Financial News & Media
Find the most recent LPL news, advisor stories, and press releases as well as the latest commentary from the LPL Research team.
LPL Financial Welcomes Moore Financial Services
LPL Financial is proud to announce that Moore Financial Services has joined LPL’s broker-dealer and corporate registered investment advisor (RIA) platforms.
Seven Advisors Join Growing LPL Financial Firm Genesis Wealth Management
Seven advisors have joined LPL, aligning with Genesis Wealth Management, an independent firm on LPL’s broker-dealer and corporate registered investment advisor (RIA) platforms.
LPL Expands List of Integrated Third-Party Technology Solutions
LPL Financial announced that it has expanded its list of integrated third-party technology to include consolidated reporting solutions available from Black Diamond and Morningstar Office.
Additional Resources
Asset Library
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Recent Media Coverage
The latest news stories from the trade and consumer press.
Press Releases
Recent media releases, company statements, and earnings announcements.