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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.
Sign In to Access Your Accounts. Username. Welcome to Account View. 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.
Welcome to the new ClientWorks login page! Please log in with your existing username and password.
Login. Please enter your username and password. Forgot Password? Are you out of the office? Activating On-the-Go will mask sensitive information.
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.
LPL Financial. New look, same experience — Wealth Reporting and Insights are now offered through Pershing X. User Name. Password.
Welcome to the new ClientWorks login page! Please log in with your existing username and password.