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New to the LPL Advisor Rollover Workstation?
We can help you get started.
The Workstation is designed to help you maximize IRA rollover opportunities by providing
access to participant data across your plans so you can expand your marketing efforts.
To gain access to these services, you will need to enroll in the program.
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Enroll
• Call the LPL Workstation Support line at: 855-575-4695
• Set up your profile
• Obtain your password
Once you receive your password you will be activated in the system and can log in
for the first time.
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Log In
• Go to the Log In screen
• Enter your email address and assigned password on the Log In screen
• Create your new password and set up your security questions when prompted
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That's it - you are ready to go! If you ever need to change your password
or update your contact information you can do so right in the Workstation by choosing
the Your Profile tab.
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