LPL Financial Client Login | Access & Manage Your Account

Are you looking for ways to access the LPL Financial client login page? You are in the right place. The LPL Financial client login is available for clients to access their accounts and manage their finances, investment or budget in one place.

In this article, you’ll find information on how to access your LPL Financial client login where you can create and manage your investment. You can access the client login 24 hours a day, seven days a week to manage your account. The portal is secure, confidential, and easy to use.

About LPL Financial

Founded in 1989, LPL Financial Holdings, Inc. commonly known as LPL Financial is one of the largest independent broker-dealers in the United States.

Benefits of LPL Financial Client Login

The LPL Financial client login is beneficial to LPL Financial customers who need a login and manage their accounts online. Below are some of the well-known benefits of the client login.

• Manage your investment
• Access key information
• Make transfers and trades
• Track your portfolio
• View your account balance
• Download account and tax documents
• Download your account statements and more.

How to Access LPL Financial Client Login

To manage your account online, you need to first of all access the LPL Financial client login page. Follow the procedures outlined below to get started.

• Visit the LPL Financial Client Login: https://clientworks.lpl.com/
• Enter your User ID and Password
• Click on the “Log in” button to access your dashboard.

How to Access LPL Financial Client Login With Mobile App

You can also manage your investment with the LPL Financial Client mobile app. Follow the procedures outlined below to get started.

• Visit the Apple Store or Google Play to download the LPL Financial Client app.
• Install and open the app on your iOS or Android.
• Provide your User ID and Password.
• Click on the “Log in” button to access your account.

How To Retrieve a Forgotten Password or User ID

You can access your account even if you’ve lost, misplaced, or forgotten your username or password.

• Visit the LPL Financial Client Login: https://clientworks.lpl.com/
• Click on “Forgot password”
• Provide your Username
• Click “Submit” to retrieve and reset your password.

How to Register An Account with LPL Financial Client

To get started with an LPL Financial client, you need to create an account. Follow the procedures outlined below to register your account.

• Visit the LPL Financial client registration page.
• Enter your account number, date of birth, phone number, and social security number.
• After that, click on “Continue”
• Confirm your identity, create your credentials and choose your login security preferences.

How to View Your LPL Financial Client Account Statement

You can view your account statements LPL Financial client portal. To get started, follow the procedures outlined below.

1. Log in to the LPL Financial Client Portal
2. On the dropdown menu, select “Account Summary”

LPL Financial Client Service Phone Number

If you need online support, you can contact the LPL Financial Client Service Center by phone at (800) 877-7210.