Advisors (and licensed staff members) transitioning to LPL — use this portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.
LPL Advisors — take advantage of LPL’s business process platform to manage your business more efficiently. Open accounts. Use trading tools. Access the Resource Center, and more.
LPL Advisor Clients — access your account 24/7 from any device, anytime, and anywhere, and get real-time clarity into your portfolios, positions, transactions, statements, and more.
Gain access to a broad range of non-proprietary products that give you the freedom to offer the right financial planning, services, and solutions to address your clients’ goals.
Meet more of your clients’ needs with LPL’s support and access to alternative investment products.
A comprehensive annuities selection, and support for the service your clients deserve.
Cash, banking, and credit card solutions provide convenience and strengthen your brand.
Client-facing publications on equity sectors offer valuable market insights.
A fixed income stream is a growth opportunity. LPL helps advisors leverage fixed income products.
LPL Insurance Associates helps advisors offer appropriate life insurance proposals.
Choose from more than 450 mutual fund families for a broad product range offering.
Easily transition your existing book of business with the support of our dedicated Investment Transitions Consulting team.