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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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- Financial Planning: LPL Plans More Deep Integrations After MoneyGuide Build
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- AdvisorHub: A Conversation with Rich Steinmeier, Managing Director and Divisional President, Business Development at LPL Financial
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- InvestmentNews: LPL Planting Flag in ETF Price War
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- Financial Planning: In One African-American Woman’s Experience, Lessons for an Entire Industry
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- InvestmentNews: Technology Systems Challenged to be All Things to All Advice Firms
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- 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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- InvestmentNews: LPL Financial Cut Trade, Advisory Costs by $15 Million in 2019
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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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Oct. 2, 2014
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- T3 Technology Hub: Technology Was Center Stage at Recent LPL Focus Conference
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- 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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- InvestmentNews: LPL Cuts Ticket Charge for Some ETFs on Key RIA Platforms
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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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- Financial Planning: Higher Offers and Revamped Recruiting Yield Record Results for LPL
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- ThinkAdvisor: Want to Connect Better? Try Dan Arnold's Technique
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- Barron's: How LPL Financial Is Walking Tall
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- Financial Advisor: Tech Wars Roil Custodian Landscape
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- Barron's: LPL's Dan Arnold: Tech Will Fuel Our Growth
By Steve Garmhausen, Dec. 21, 2018