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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.
Today's investors are multi-generational, from various ethnic backgrounds, and include veterans, people with disabilities, single parents, members of the lesbian, gay, bisexual and transgender (LGBT) community, and more. All deserve access to objective financial advice. To reflect this diverse marketplace, LPL is strengthening its focus on attracting, developing, and retaining an equally diverse range of advisors. Learn about our growing Diversity and Inclusion initiative.