ClientsFirst and AdvisorFirst, Have Moved
As we continue to simplify your experience finding and using LPL marketing resources, we have we migrated the ClientsFirst seminars, articles, and letters to Marketing On Demand. Practice management materials from AdvisorFirst and Institution Services: AdvisorFirst now live in the Marketing section of the Resource Center. The Social Media Content Library is still available once you log in. Reminder: the Marketing Gateway site will be retired by the end of 2017.

If you do not have access to the Resource Center, please follow these steps to be granted access.

If you have any questions, please contact the Marketing Solutions Center at (800) 877-7210, ext. 6700, option 1 or email us at

Terms of Agreement

Before using and customizing pre-approved marketing materials, LPL Financial advisors must read and adhere to the Advisor Compliance Manual (on the Resource Center) to ensure you are in compliance with current policies. Please refer to the Social Networking and Pre-Approved Communications sections.