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LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
Login to Account View. The Power of Connection. 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.
Financial and transactional - Financial information about you, transactional information and credit information, account authentication details. Contractual details - Information collected as part of the products and services we provide to you.
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Access your LPL Financial account, view balances, performance, and financial documents with Account View for Investors.
Welcome to the new ClientWorks login page! Please log in with your existing username and password.
Account View on desktops is currently unavailable due to scheduled maintenance. This upgrade is part of our ongoing efforts to enhance the performance, security, and resiliency of our platforms.