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Jun 3, 2024 · 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.
LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
Account View gives you online access to your accounts, statements, and secure documents. It is also a great way to get access to financial proposals and advice from your financial professional.
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States.
With advisors in all 50 states, there’s likely an LPL Financial advisor near you. Use our interactive map to find a financial advisor or professional who can best support your financial goals.
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.
About LPL Financial. At LPL, we believe in the value of advice and in freedom of choice. Financial advisors and firms choose how they work with us, what support they need, and how they deliver advice. It’s what’s best for the industry and the investor. Connect with Us.
Access your LPL Financial account online, view your statements and reports, and contact your advisor. If you need to reset your password, follow the instructions in the email.
Today, LPL is a leader in the markets we serve*, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than three decades, the firm has served as an enabling alliance, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
