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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.
Why Use an LPL Financial Professional?
With increasingly complex financial markets and longer life expectancies, working with a financial professional is more important than ever.
Working with an LPL financial professional
Before you invest
One of the most important decisions you can make is to seek the advice of a trusted, qualified financial professional.
After you invest
We share in the passion our financial professionals have for helping clients realize their dreams.
Find a financial professional
Take the first step to starting a new partnership with a financial professional through our convenient locator tool.
We believe in empowerment through guidance and collaboration
Be informed
One of the most important things you can do prior to investing is to educate yourself. We offer resources that can help.
Prudent investing
In addition to our efforts to help safeguard your accounts, your own actions and awareness are also critical to keeping funds properly invested.
Objective guidance
We provide our financial professionals with tools to help you, including exceptional research and support for tracking and monitoring account performance.
How we are regulated
LPL Financial is regulated by Federal, State, and self-regulatory agencies.
Prudent investing
In addition to our efforts to help safeguard your accounts, your own actions and awareness are also critical to keeping funds properly invested.