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.
LPL Financial Disclosures