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

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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 …

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 …

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

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

Secure login page for LPL Financial services and account management.

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 [email protected].

Account View (Your LPL Account Information) Access to a timely, accurate snapshot of your portfolio. You can view portfolio values, account balances, statements, deposits, withdrawals, …