LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.

Click Register New Device to get started, or scan the QR code with a registered device to log in. You can also log in with your existing user name and password. Activate On-The-Go to mask sensitive information. Need Help? By logging in, you agree to …

4 days ago · As the leading provider of investment and business solutions for independent financial advisors across the nation, LPL has the tools, technology and resources to help you and your clients succeed. Learn more now.

4 days ago · LPL Financial offers advisors access to a range of innovative investment products to address your clients’ expectations, including: Alternative Assets; Structured Products; Real estate (REITs, limited partnerships) Tax deferral solutions; Alternative strategy mutual funds Annuities for Advisors’ Clients

Investors, if you have a question about your account, please contact your financial professional. If they’re unavailable, contact our investor support team at (800) 558-7567 between 9:00 a.m. and 6:00 p.m. ET.

Here’s what LPL’s client technology can provide to your clients: Quick enrollment in less than 5 minutes; Easy-to-use modern interface; Secure, 24-hour online access via a web portal or mobile app; Integrate information directly into WealthVision SM; Choose which documents to go paperless (i.e. statements, trade confirmations, tax forms)

To ensure you’re equipped to stay on the cutting edge of the financial industry, drive continued success, and provide unequaled service to your clients, we consistently invest in world-class solutions and top-tier resources. Run your financial business on …

At LPL Financial, financial advisors have the freedom they deserve to choose the business model, services, and financial technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.

Oct 26, 2023 · Account View is LPL Financial’s platform where clients can securely and easily access their accounts, view the status of their portfolio, and find account-related documents. Recent upgrades have streamlined processes for your clients, aligning the digital experience to the rest of their digital life. This also helps create a stronger ...