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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.
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Why Choose LPL
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LPL Stories
- LPL Financial Advisors Dominate the 2016 NAPA 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
- The USGBC Recognizes the LPL Carolinas Campus 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
- How LPL Advisor Albert Lopez Pays it Forward
- Five LPL Advisors Discuss the Value of Diversity and Inclusion for Their Practices
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- LPL Advisor Diane Gardner Focuses on Helping Women in Transition
- Diversity Best Practices Enable LPL Advisor Grace Yung to Reach New Markets
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