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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.
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- InvestmentNews: LPL to Broaden Recruiting Reach in 2020
By Bruce Kelly, Jan. 31, 2020
- Financial Planning: LPL Rolls Out More Affiliation Options After Record Recruiting
By Charles Paikert, Jan. 31, 2020
- AdvisorHub: LPL Banks on New Employee Model, Expanding ‘Affiliation’ Options
By Mason Braswell, Jan. 31, 2020
- Financial Planning: Ex-College Roommates Join LPL With Eye on Building $1B Practice
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- InvestmentNews: LPL Planting Flag in ETF Price War
By Bruce Kelly, Dec. 5, 2019
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By Bernice Napach, Dec. 5, 2019
- InvestmentNews: LPL Improves ClientWorks to Chop 5 Minutes from Account Opening Process
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- WealthManagement.com: LPL APP Shortens Account Opening from 9 to 4 (Minutes)
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- WealthManagement.com: LPL Dresses Up Client- and Advisor-Facing Tech
By Diana Britton, Nov. 15, 2019
- Financial Planning: In One African-American Woman’s Experience, Lessons for an Entire Industry
By Tobias Salinger, Nov. 12, 2019
- InvestmentNews: Technology Systems Challenged to be All Things to All Advice Firms
By Ryan W. Neal, Nov. 7, 2019
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By John Sullivan, Nov. 5, 2019
- InvestmentNews: LPL Led Gains in Advisor Headcount Last Quarter
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- Kitces: Building a Small-Town LGBTQ Niche While Coming Out to Your Broker-Dealer, with Laura LaTourette
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- Financial Planning: After Record Net New Assets, How LPL Aims to Boost Them Even Highter
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- ThinkAdvisor: LPL Has 'Reduced Pricing' to Help Advisors
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- WealthManagement.com: LPL Financial Wins 2019 WealthManagement Industry Awards for Technology and Social Responsibility
Oct. 2, 2014
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- ThinkAdvisor: LPL Execs Stress the Importance of Advisors Focusing on What They Do Best
By Jeff Berman, Aug. 21, 2019
- Financial Advisor: LPL Provides Tools to Assist Advisors With Acquisition And Monetization
By Jacqueline Sergeant, Aug. 20, 2019
- ThinkAdvisor: LPL Expands ClientWorks and Other Tech Initiatives
By Jeff Berman, Aug. 20, 2019
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- WealthManagement.com: LPL Really Wants to Hear Its Advisors
By Diana Britton, Aug. 19, 2019
- ThinkAdvisor: LPL Execs Tout Capital, Succession Planning Solutions
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- CNBC: How Advances in Fintech are Helping Financial Advisors
By Sarah O'Brien, July 22, 2019
- WealthManagement.com: Firms Find a Model for Growth in LPL's New Training Program
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- WealthManagement.com: What's Next for LPL's Advisor Sleeve? Machine Learning and AI
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- InvestmentNews: LPL Cuts Ticket Charge for Some ETFs on Key RIA Platforms
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- Financial Planning: LPL Eyes Employee Channel to Become 'Next Generation' IBD
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- InvestmentNews: Honoring Innovation: LPL Financial recognized for its innovative approach to the opportunities and challenges facing the financial advice profession
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- WealthManagement.com: LPL Revamps Account Opening Process
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By Tobias Salinger, May 3, 2019
- ThinkAdvisor: Want to Connect Better? Try Dan Arnold's Technique
By Jon Henschen, Feb. 22, 2019
- Financial Planning: How Can Advisors Tap Underserved Communities? LPL Wants to Know
By Tobias Salinger, Feb. 19, 2019
- Barron's: How LPL Financial Is Walking Tall
By Ross Snel, Feb. 13, 2019
- InvestmentNews: Ramped Up Tech Spending Has Helped LPL Recruit Advisors
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- ThinkAdvisor: Women in WealthTech: Kirby Horan-Adams of LPL Financial
By Janet Levaux, Jan. 31, 2019
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- Barron's: LPL's Dan Arnold: Tech Will Fuel Our Growth
By Steve Garmhausen, Dec. 21, 2018