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

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

This thought leadership series highlights how LPL resources and flexibility help financial advisors and institutions set the pace for their businesses.

Offered as part of the core functionality of ClientWorks, Client Goals empowers advisors to drive meaningful conversations with clients as they work together to develop tailored actions that work toward a personal financial goal.

A leading financial planning solution is the newest ClientWorks Connected partner, expanding choice and making it easier for LPL advisors to deliver personalized advice.

The firm was recognized as a 2020 Technology Innovation Award winner by Bank Insurance and Securities Association’s (BISA) for its delivery of ClientWorks Connected.

Whether you’re looking for increased flexibility or competitive payouts, we’re here to deliver what you need.

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

LPL is proud to announce that the firm has received a Blue Diamond Award for the business value delivered to advisors through its enhanced digital wealth platform, ClientWorks. The Blue Diamond Awards are presented annually by the Charlotte Chamber of Commerce and the Charlotte A...

“We’ve seen a substantial increase in productivity through the integration within ClientWorks. I think I’ve gained back 20 percent of my time.” – Matthew Gournay