Menu
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.
Site Map
-
Join LPL
-
Why Choose LPL
- LPL Philosophy
-
News and Insights
- Effective Questioning
- Planning for the Future
- Structuring the Deal
- Improve Your Market Value
- Mentoring Junior Advisors to Help Fuel Growth, Plan for the Future
- Explaining Your Value
- What Investors Value in Advice
- 5 Steps for Managing Change
- Navigating the Transition
- 8 Strategies for Client Referrals
- 6 Step Advisor Marketing Plan
- 5 Ways to Pull in Prospects
- Growing Big by Thinking Small
- Exceeding Client Expectations
- Attract Clients of All Ages
- Year of the Independent Advisor
- 3 Steps to Show Value
- When to Sell A Practice
- Build Trust in Volatility
- What Drives Practice Value
- Case Study: BMG Advisors Join LPL for Greater Strength and Agility
- Case Study: Premier Investments
- Case Study: Women-Led Practice FPD Leaves Firm for Stability
- White Paper Library
- The Self Clearing Advantage
- Professional Referral Network
- Establishing Your Business
- Managing Your Business
- Growing Your Business
-
Why Choose LPL
- Working with an Advisor
- About Us
-
News & Media
- Marketing Blog
- Press Releases
-
Newsroom
- Asset Library
- Media Coverage
-
LPL Stories
- LPL Financial Advisors Dominate NAPA’s Top Women Advisors List
- Understanding the New Political Landscape
- Summer Interns Make a Difference Working on Community Projects
- LPL Financial Volunteer Event Builds Bridges with Students in Boston
- LPL Financial Announces 2017 National Merit Scholarship Honorees
- Barron's Ranks Four LPL Financial Advisors Among Top 100 Independent Advisors in the Country
- LPL’s Carolinas Campus Recognized by the USGBC for Sustainable Design
- LPL Financial Welcomes Advisors Who Joined the Firm in Q4 2017
- LPL Financial Engages Advisors to Redefine the Service Experience
- LPL Financial Shares in the Vision, a Conference to Align the African American Advisor Community
- LPL Advisor Stanley Funches Sees Opportunity in Diversity
- How LPL Advisor Albert Lopez Pays it Forward
- Five LPL Advisors Discuss the Value of Diversity and Inclusion for Their Practices
- LPL agrees to settlement with FINRA over historical compliance matters
- LPL Advisor Diane Gardner’s Successful Practice Focuses on Helping Women in Transition
- Diversity Best Practices Enable LPL Advisor Grace Yung to Reach New Markets
- Research and Insights
- Investor Relations