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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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By Michael Thrasher, Jan. 31, 2019
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By Samuel Steinberger, Jan. 31, 2019
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By Taryn Plumb
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By Karen Demasters, Jan. 2, 2019
- Barron's: LPL's Dan Arnold: Tech Will Fuel Our Growth
By Steve Garmhausen, Dec. 21, 2018
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Nov. 6, 2018
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March 27, 2018
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By Margarida Correia, Feb. 13 2018
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By Brooke Southall, Nov. 29, 2017
- Bank Investment Consultant: Banks Face Unique Opportunity to Grow Programs Through Acquisition
By Arthur Osman, Oct. 31, 2017
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By Bruce Kelly, Oct. 19, 2017
- Bank Investment & Securities Association Magazine: LPL's Arthur Osman: Views on the Regulatory Revolution and Industry Evolution
By Gina Lauer, Oct. 4, 2017
- Financial Planning: With Millions of Dollars at Stake, LPL Courts NPH Advisors
By Tobias Salinger, Sept. 18, 2017
- Inc.: Can Tax Policy Make More Americans Save for Retirement?
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By Lee Conrad, Aug. 30, 2017
- Financial Planning: LPL Buys National Planning Holdings with Eye Toward 17,000-Advisor Firm
By Tobias Salinger, Aug. 15, 2017
- Financial Advisor: LPL Moves Technology Needle
By Joel Bruckenstein, Aug. 8, 2017
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By Charles Paikert, July 19, 2017
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May 22, 2017
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May 22, 2017
- InvestmentNews: LPL Leads a Big Quarter for Broker-Dealer Moves
By Jeff Benjamin, May 17, 2017
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By John Sullivan, March 8, 2017
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By Jeff Benjamin, February 1, 2017
- Financial Advisor: DOL Rule Sparks Changes Even While Rule is in Limbo
By Karen Demasters, January 27, 2017
- LA Times: A Strong Market for Financial Advisors
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- Financial Planning: What LPL Wants from Robo Advice
By Suleman Din, June 29, 2016
- BISA Magazine: Disruption is Just Part of the Way We Live Today
By Andrew Singer, May, 2016
- Financial Advisor: LPL Looks to High-Net-Worth Market
By Tom Kostigen, May 4, 2016
- Money: Why Florida is Losing Its Grip on Retirees
By Dan Kadlex, April 4, 2016
- Financial Planning: LPL Grabs Merrill Lynch Breakaways in Sign of Fiduciary 'Disruption'
By Tobias Salinger, May 9, 2017
- Employee Benefit News: Can Architectual Wellness Slash Employers' Costs?
By Amanda Eisenberg, May 1, 2017
All-LPL M&A deal yields one $875-million firm in which Black Diamond, Schwab and Vanguard are named factors