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Join LPL
Why Choose LPL
LPL Philosophy News and Insights White Paper Library Self-Clearing Professional Referral Network Advisor Diversity and Inclusion
Establishing Your Business
Business Models LPL Payouts and Pricing Transitioning Your Practice Your Recruiter eReg Kit
Managing Your Business
LPL Financial Business Solutions Services and Support LPL Technology Products and Platforms Research
Growing Your Business
Consulting Conferences and Training Financial Growth Selling Your Business Marketing Support LPL Advisor Institute
Work with a Financial Professional
Personalized Advice
LPL Financial Regulatory Oversight Financial Tools and Resources
Before You Invest
LPL Financial Professionals Financial Objectives and Risk
After You Invest
LPL Account View for Investors
Find a Financial Professional
About LPL
What We Do at LPL
LPL Mission & Values LPL Financial History
Social Responsibility
The Sustainability Report Diversity and Inclusion Community Involvement Environmental Sustainability Responsible Business Practices Sustainable Investing at LPL
Careers at LPL
Company Culture Work at LPL Application Process Benefits and Perks Search Jobs
LPL’s Financial Strength
Corporate Snapshot From the CEO
Media
Marketing Blog
Press Releases
Press Room
Asset Library Media Coverage LPL Stories
Newsroom
Managing Your Business
Managing Your Clients
Managing Wealth
LPL Research
Market Signals Podcast Weekly Market Commentary Midyear Outlook 2022
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Log In

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

How to Strengthen Client Communication with Account View 2.0

LPL advisor Chris Demarest shares how using Account View 2.0, LPL’s modern and mobile-friendly portal, is having an impact on his clients, and his practice.

LPL Financial Welcomes Financial Advisor Brian Sheehy

“I love that forms automatically populate in ClientWorks, and I’m especially excited about how clients can visually track their portfolio in Account View. There’s no doubt that LPL technology is going to bring so much more to my client interactio...

How One LPL Advisor Put the Focus Back on His Client

Advisor Brian Ursu wanted to spend less time on investment management & more providing valuable services. Learn how he put the focus back on his clients.

LPL Financial Welcomes Financial Advisor Forrest Williams, Jr.

“The move to LPL also gives me the opportunity to be in my own office and control all of the client-facing activities. LPL truly supports my independence and allows me to operate in the ways that I see as best for my business and...

Why I Give Back: A Q&A with Matthew Peterson, LPL Research

LPL Research Senior Vice President Matthew Peterson recently served as the corporate host for the LPL Financial Foundation’s fourth annual Personal Finance Symposium to educate local high school students. Organized in partnership with Junior Achievement, the event gathered LPL em...

Advisor Winnie Sun Plans Fun, Surprises for LPL Financial’s Twitter Takeover

One of the most followed financial advisors on social media will take over LPL Financial’s corporate Twitter account Monday to share photos, updates and her perspectives live from Focus, LPL’s signature advisor conference.

Pandemic Pivots Propel Planning & Prosperity

Immobilized by the pandemic, learn how LPL financial advisor James Luongo fit financial planning into an already busy practice, and how he did it.

Sam Sharples Providing Advice & Guidance | Advisor Showcase

In this latest Advisor Showcase, learn how LPL Financial advisor Sam Sharples doubled the size of his practice in the one year with advice and guidance.

LPL & Gladstone Wealth Welcome Veritas Capital Management

“With this move, I am able to serve my clients as I see fit while leveraging the robust resources and innovative capabilities provided by LPL and the boutique service from my partners at Gladstone.” – Joe Myer

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