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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 believes all Americans deserve access to objective financial advice. To support advisors’ ability to serve an increasingly diverse marketplace, LPL is strengthening its focus on attracting, developing and retaining an equally diverse range of advisors by delivering the support and resources that can help their businesses thrive.
In celebration of Diversity Awareness Month, throughout October LPL features advisors providing their unique perspectives on how diversity and inclusion drives growth.
This is Stanley Funches’ perspective.
Related Content
Learn about LPL’s growing Diversity and Inclusion initiative to increase support to advisors.
- LPL Advisor Laura LaTourette Shares Why Diversity and Inclusion Should Matter to Financial Planners
- LPL Advisor Lisa VanArsdale Offers Ideas on How to Grow a Diverse Client Base
- Advisor’s Filipino Culture Influences her Client Relationships
- Family of Financial Advisors Help Bridge Gap Between Generations
- How I Built a Thriving Practice Serving as Both Advisor and Advocate