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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.
As the demand for advice increases and as the needs of investors get more complex, time is the most valuable commodity for the financial advisor.
- Bill Morrissey, LPL Financial Managing Director and Divisional President Business Development
What will you need to succeed?
Thank you for your interest in the Broker/Dealer Masterclass! This course features leading experts who will share how advisors can leverage current trends as opportunities for growth.
Get CE Credit
Click the button below to complete an online quiz that will qualify you to receive one free CE credit towards CFP, CIMA & CPWA designations.
Your LPL Recruiter
Our dedicated Recruitment team has broad expertise in the financial services industry and is ready to help you find the ideal environment in which to grow.
White Paper Library
Review these resources for strategies you can use to more effectively guide your clients and build your practice.
LPL Financial, The Financial Services Institute, and 1st Global, are all separate entities.
The content is designed for financial professionals and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.