- Yahoo Finance
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.
We understand the need to educate our financial professionals about these ever-changing threats. READ MORE. LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
Welcome to Account View. Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.
Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about: Your investment portfolio account balances. Account performance. Financial goals. Elect paperless communications. WATCH THE VIDEO.
LPL Financial is a wealth management firm that serves as an independent broker-dealer, RIA custodian, and/or provider of third-party services for financial professionals, RIA firms, and institutions. We provide technology, investment solutions, and services to support these financial professionals and their clients.
LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC. LPL Financial joined the Fortune 500 list at number 466 in 2021. LPL's subsidiaries are LPL Financial LLC, LPL Insurance Associates, Inc., Fortigent, LLC, and The Private Trust Company, N.A.
Login. . Access to ClientWorks through public computers is strictly prohibited. The device in use must be in your control and must conform with the LPL Branch Office Security Policy.