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Transition Portal

Transition Portal

New to LPL? You and your licensed staff members can find helpful resources and track your transition process in this portal.

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ClientWorks

ClientWorks

The workstation that powers everything about your practice, with integrations into other technologies so everything is connected.

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Relationship Summary

Relationship Summary

Send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or report that it’s been delivered.

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Account View

Access your account 24/7 from any device and get real-time clarity into your portfolios, transactions, statements, and more.

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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 Payouts and Pricing Transitioning Your Practice Your Recruiter eReg Kit
Managing Your Business
Services and Support LPL Technology Products and Platforms Research LPL Business Solutions
Growing Your Business
Consulting Conferences and Training Financial Growth Selling Your Business Marketing Support
Work with a Financial Professional
Objective Advice
LPL Financial Regulatory Oversight Financial Tools and Resources
Before You Invest
LPL Financial Professionals Financial Objectives and Risk
After You Invest
Find a Financial Professional
About LPL
What We Do
Mission & Values Our 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
Research & Insights
Market Signals Podcast Weekly Market Commentary Outlook 2021
Newsroom
Watch
Read
Listen

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