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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.
LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
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
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Welcome to the new ClientWorks login page! Please log in with your existing username and password.
Account View offers a secure login portal for easy access to financial accounts and statements.
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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.
By logging in, you agree to the Terms of Use and the LPL Privacy Policy. 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.
Client Services Representatives & Trading 855-575-9656 8:00 a.m. to 6:00 p.m. ET, Monday through Friday