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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 Newsroom
Find the most recent LPL news, advisor stories, and press releases as well as the latest commentary from the LPL Research team.
LPL Financial Announces the Acquisition of Fintech Firm AdvisoryWorld
The acquisition of AdvisoryWorld accelerates our journey to delivering a fully integrated technology platform.
LPL Financial Lowers Pricing and Increases Choice in Retirement Plan Solution
LPL is committed to increasing advisors’ access to specialized services and broad financial planning needs.
LPL Advisor Encourages More Veterans to Join Financial Planning Industry
Chief Investment Officer Dryden Pence explains why more veterans are becoming financial advisors.
Around the Table: Diversity and Inclusion Video Series
Episode 2
Diversity focuses on differences. Inclusion is about understanding and embracing those differences.
Episode 3
Reach more diverse communities of prospective financial planning clients.
Episode 4
To grow a diverse financial planning team and practice, financial advisors should keep one important word in mind: empathy.