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.
However you define success, LPL Financial offers an affiliation option that can help you build the practice, program, or team you want. Our business models can be adapted to suit your needs in achieving your vision.
Payouts and PricingMaximize Your Profitability
LPL Financial's production grid preserves choice and helps you retain more of the revenue you generate through competitive payouts and pricing.
Independence isn’t a business model—it’s a sense of self-determination, clarity of purpose, and commitment to a core set of beliefs governing how you serve your clients and run your practice. Whatever your vision for the future, LPL Financial’s comprehensive support, financial planning tools, and broad range of innovative business models can help you pursue the freedom and rewards that come with building your own business.
Enjoy the flexibility of choosing LPL's broker/dealer platform while still maintaining your independent RIA through our Hybrid RIA model. With our platform and tools in place, you can streamline your business, reduce complexity, and offer your clients a broad mix of investment management and planning services to suit their needs.
Plan sponsors are looking for guidance in an increasingly complex regulatory landscape. To support your clients—and grow your business—you deserve a complete solution. LPL helps advisors streamline everything from due diligence to benchmarking, and offers a full range of co-fiduciary services for plan sponsors and investment committees.
There are distinct advantages to operating within an investment program at a bank or credit union. Along with having an established infrastructure and a collaborative environment, there’s a sense of credibility your clients can readily discern as you address their investment and retirement needs. Whether you’re a seasoned advisor or just beginning to establish your career, LPL Financial can assist you in determining how your practice can grow.
Preserving your independence and protecting your sense of self-determination as you pursue business success doesn’t mean you have move forward on your own. It’s possible that joining an existing practice may be strategically advisable and beneficial overall. LPL Financial can help you evaluate your options and provide the perspective necessary to make an informed decision that can benefit your needs and help you achieve your goals.