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.
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.
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.
Following are highlights of key financial performance metrics for LPL Financial Holdings, Inc. For complete financial information, including recent SEC filings, visit the Investor Relations section of LPL.com.
As of June 30, 2018
Advisory & Brokerage Assets ($ billions)
Advisory Assets ($ billions)
Q1 2018 Gross Profit ($ millions)
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