New to LPL? You and your licensed staff members can find helpful resources and track your transition process in this portal.
The workstation that powers everything about your practice, with integrations into other technologies so everything is connected.
Send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or report that it’s been delivered.
Access your account 24/7 from any device and get real-time clarity into your portfolios, transactions, statements, and more.
With increasingly complex financial markets and longer life expectancies, working with a financial professional is more important than ever.
One of the most important things you can do prior to investing is to educate yourself. We offer resources that can help.
We provide our financial professionals with tools to help you, including exceptional research and support for tracking and monitoring account performance.
LPL Financial is regulated by Federal, State, and self-regulatory agencies.
In addition to our efforts to help safeguard your accounts, your own actions and awareness are also critical to keeping funds properly invested.