• Fee Schedules
  • Disclosures
  • Log In
colored bar
logo
  • Log In
  • Fee Schedules
  • Disclosures
  • Join LPL
    Back to Main Menu Join LPL Why Choose LPL
    Why Choose LPL
    • The LPL Financial Philosophy
    • News and Insights
    • White Paper Library
    • The Self Clearing Advantage
    • Professional Referral Network
    Establishing Your Business
    Establishing Your Business
    • Business Model Options
    • Payouts and Pricing
    • Transitioning Your Practice
    • eRegistration Kit
    Managing Your Business
    Managing Your Business
    • Services and Support
    • LPL Technology
    • Products and Platforms
    • Research
    • LPL Business Solutions
    Growing Your Business
    Growing Your Business
    • Consulting
    • Conferences and Training
    • Financial Growth
    • Selling Your Business
    • Marketing Support
  • Working with an Advisor
    Back to Main Menu Working with an Advisor Objective Advice
    Objective Advice
    • LPL Financial Regulatory Oversight
    • Financial Tools and Resources
    Before You Invest
    Before You Invest
    • Work With an LPL Advisor
    • Financial Objectives and Risk
    After You Invest
    After You Invest
    Find an LPL Advisor
    Find an LPL Advisor
  • About LPL
    Back to Main Menu About LPL What We Do
    What We Do
    • Mission & Values
    • Our History
    Social Responsibility
    Social Responsibility
    • The Sustainability Report
    • Diversity and Inclusion
    • Community Involvement
    • Environmental Sustainability
    • Responsible Business Practices
    Careers at LPL
    Careers at LPL
    • Company Culture
    • Work at LPL
    • Application Process
    • Benefits and Perks
    • Search Jobs
    Our Financial Strength
    Our Financial Strength
    • Corporate Snapshot
    • From the CEO
  • News & Media
    Back to Main Menu News & Media Marketing Blog
    Marketing Blog
    Press Releases
    Press Releases
    Newsroom
    Newsroom
    • Asset Library
    • Media Coverage
    • LPL Stories
    Research and Insights
    Research and Insights
    • Market Signals Podcast
    • Weekly Market Commentary
  • Investor Relations
    Back to Main Menu Investor Relations
Menu
  • Objective Advice
  • Before You Invest
  • After You Invest
  • Find an LPL Advisor
close

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.

GO

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.

GO

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.

GO
Boston LPL Financial
75 State Street, 22nd Floor
Boston, MA 02109
Fort Mill LPL Financial
1055 LPL Way
Fort Mill, SC 29715
San Diego LPL Financial
4707 Executive Drive
San Diego, CA 92121-3091
  • Join LPL
  • Working with an Advisor
  • About Us
  • Investor Relations
  • News and Media
  • Careers at LPL
  • Terms of Service
  • Contact Us
  • Sitemap
  • Fee Schedules
  • Privacy/Security
  • Disclosures
  • SEC Share Class Initiative and Settlement
  • RT @RBarberWealth: We're happy to see LPL continuing to adapt to industry trends and best practices. #LPLFinancial #strategicpartner https…
  • #LPLAdvisors, if your clients are on #Medicare, here is some advice that could save them thousands of dollars. https://t.co/gLc2Pj5veX
© 2019 LPL Financial
Member FINRA/SIPC
Contact LPL: (800) 877-7210
CA Insurance Lic. #0518721
© 2019 LPL Financial | Member FINRA/SIPC.