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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.
A Different Kind of Gifts
Financial giftings can be good alternatives to the traditional presents such as gadgets and gift cards, and provide potential benefits beyond their material purpose. We’re not talking about cash, which gift recipients are just as likely to use for everyday expenses as they are for that “special something” you intended them to purchase. Instead, we’re referring to things such as college savings plans or savings bonds.
These kinds of financial gifts can provide a foundation for the future because they have the potential to grow in value over time. Depending on the type of financial gift you choose, it could also help your gift recipient increase his or her financial literacy, as well as take care of specific needs.
For example, setting up and contributing to an Individual Retirement Account (IRA) can help a young person invest for retirement while learning how potential earnings on the contributions to his or her account may compound over the years.
To learn more about these and other types of financial gifts, download “The Financial Gift Guide: Six Alternatives to Traditional Holiday Gifts.”