Advisor Transition Portal

Advisors (and licensed staff members) transitioning to LPL — use this portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.

Account View

Account View provides you secure access to your accounts from any device, anytime, anywhere.

eRegistration Kit

Start your due diligence by filling out our completely confidential, non-binding Advisor Profile. Our Business Development team will follow up to discuss with you.