Financial professionals (and licensed staff members) transitioning to LPL — use the transition portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.
LPL financial professionals — take advantage of LPL’s business process platform, ClientWorks, to manage your business more efficiently. Open accounts. Use trading tools. Access the Resource Center, and more.
Clients of LPL financial professionals — access your account 24/7 from any device, anytime, and anywhere, and get real-time clarity into your portfolios, positions, transactions, statements, and more with Account View.
Get the updates, insights, and perspectives from LPL leaders and your peers that may benefit you and your practice. This hub has individual series of videos, podcasts, and articles so that you can consume this content the way that suits you best. Watch, read, listen—and enjoy!
Time to redefine your value? Wealth management is becoming key to the future of advice. Hear from LPL executives as they discuss the latest industry trends and how a holistic wealth management approach can benefit you.