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.
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.
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.
Find the most recent LPL news, advisor stories, and press releases as well as the latest commentary from the LPL Research team.
The acquisition of AdvisoryWorld accelerates our journey to delivering a fully integrated technology platform.
LPL is committed to increasing advisors’ access to specialized services and broad financial planning needs.
See why more veterans are becoming financial advisors. Chief Investment Officer Dryden Pence explains why.
The council is empowered to provide LPL leaders with ideas, suggestions and insights, as well as highlight challenges and opportunities of LPL advisors and investors.
Stanley Funches suggests learning to look past your preconceived assumptions to find the vast opportunities in serving clients from different backgrounds.
Innovative new program supports LPL advisors’ sustainable growth through development of next-gen advisors.