At LPL Financial, you can enroll in paperless options through Account View, a secure online account tool, accessible 24/7. You’ll be able to check your financial accounts and more.

LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.

Read about Mike Shanahan’s successful experience with M&A Solutions – a service to help execute growth and acquisition strategies and monetize business.

Financial advisors depend on FinTech to keep pace with investor demands. LPL Financial helps integrate systems for an advisor’s unique business model.

Single sign-on. Multiple possibilities. LPL’s ClientWorks integrates the tools and resources financial advisors need into one place.

A major step in LPL’s journey to make MWP an unparalleled wealth management platform that enables you to serve all client types in one location.

At LPL Financial, our financial technology keeps advisors and their clients connected wherever they are, building efficiencies into advisor practices. Learn more.

Through LPL's online Account View, clients are able to review investment valuations along with many other account related features. The investment valuations (a.k.a. prices) feature provides clients an approximate market value of individual investments or portfolio, as a whole.

LPL takes information security seriously. Learn how we protect you, and how you can protect yourself.

LPL leaders share technology and industry updates to help advisors stay on track for meeting their goals.