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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 Advisor?
With increasingly complex financial markets and longer life expectancies, working with a financial advisor and investment professional is more important than ever.
Working with an LPL Advisor
Before You Invest
One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor.
After You Invest
We share in our advisors' passion for helping clients realize their dreams.
Find an LPL Financial Advisor
Take the first step to starting a new partnership with an LPL advisor today through our convenient advisor-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. LPL Financial offers 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 all the tools advisors need to offer you objective advice, including exceptional research and administrative support for tracking and monitoring account performance.
How We Are Regulated
LPL 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.