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.
Our experienced consulting teams can help you analyze your practice to identify opportunities for growth, and ways to effectively streamline your business. Practicable advice helps you market to new clients and plan for the future.
Our High-Net-Worth Consulting team helps advisors begin building an affluent client base, or support an existing client base, with resources designed to meet unique wealth management needs.
LPL Insurance Associates, Inc. (LPL Insurance) partners with advisors and provides support through services, resources, and training designed to make offering life insurance products more streamlined and strategic.
Plan Sponsor Case Consultation
LPL Retirement Partners provide consultation on specific plan sponsor cases to support Retirement Plan advisors.
LPL Financial provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), which allows you to offer trust administration services to investors.