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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 welcomes Synergy Wealth Alliance
OSJ Christopher Bordner and the team at Synergy Wealth Alliance have joined LPL from Cetera Financial Group. They serve $650 million in assets.
LPL welcomes Advisors Jim and Andrew Wallisch
Father and son financial advisors Jim and Andrew Wallisch have joined LPL Financial from Raymond James. They serve $385 million in assets.
LPL Financial earns 100 in HRC’s Corporate Equality Index
LPL received a perfect score in the Human Rights Campaign (HRC) Foundation’s Corporate Equality Index.
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.