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

Welcome to our new ‘Client Zone’ area where you will be able to Instruct, update and progress ongoing cases. In order to access the new facility we will need to ask you to re-register and update your …

Aug 24, 2024 · New look, same experience — Wealth Reporting and Insights are now offered through BNY Pershing X, an affiliate of Pershing LLC.

Coming Early 2026: To further strengthen protection and security, you may notice a slightly new login experience, including a prompt to enter an email or phone number to log in.

If you need assistance logging in, please contact lplgovernmentrelations@lpl.com.

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 …

With Account View, LPL Financial’s secure digital platform for investors, you can access your account information, track performance, view tax documents, and monitor your progress toward financial …

Login . User Name. Password. Headers BeginConnection = 'Keep-Alive' Accept = '*/*' Accept-Encoding = 'gzip, br' From = 'bingbot(at)microsoft.com' Host = 'ifs.lpl.com' User-Agent = 'Mozilla/5.0 …

3 days ago · LPL Financial, a leading wealth management firm for independent advisors across the U.S., offering technology & resources to help you & your clients succeed.

If you need assistance logging in, please contact lplgovernmentrelations@lpl.com.