Same Unwavering Partner, New LPL Financial Back Office Support:
Resources to Help You Prepare
about the transition: What to Expect
WHZ's back-office RIA/broker-dealer, Commonwealth Financial Network (CFN) has been acquired by LPL Financial (LPL). CFN is expected to be fully integrated into LPL Financial by November 2026 and your WHZ accounts will automatically transition from CFN’s platform to LPL's platform.
While there will be no change in your relationship or experience with WHZ, there will be some technology and back-office systems changes. We will be in touch to proactively guide you through these changes as they occur.
We will also use this page to provide ongoing updates and links to the new resources and benefits available to you through our new relationship with LPL Financial.
Conversion Timeline
New Resources & Latest Updates
WHZ’s back-office transition to LPL Financial will provide access to additional resources designed to enhance your overall experience. Below are details about each of these resources, and the latest news regarding the launch of these tools and how to access them.
Enhanced Technology and Digital Tools
These will make it easier to access account information and stay connected to your financial life.
A new client portal, called LPL Account View
Account View is LPL’s secure investor portal designed to give you a comprehensive view of your financial life in one place. You can:
- Access account information and track performance
- View tax documents and monitor progress toward financial goals
- Update beneficiaries and manage account preferences
- Deposit checks and transfer funds
- Access your accounts 24/7 from a computer, tablet, or smartphone
- Choose paperless delivery options for documents and statements
- Be protected with LPL's Cyber Fraud Guarantee, which reimburses you for 100% of realized losses in your impacted accounts that were incurred directly as a result of unauthorized access to an LPL system. (Terms apply please visit go.lpl.com/cyber-fraud.html for terms and obligations.)
You will receive an email with your account user name and temporary password when the new portal is launched.
In the meantime, you can learn more about the Account View portal in this webinar.
Expanded Investment Solutions, Research Capabilities, and Planning Resources
Expanded capabilities from LPL, including new investment and financial planning tools, allow our team to operate more efficiently. That leads to more time we can spend helping you pursue your financial goals.
In addition, you’ll have access to an expanded range of wealth management solutions designed to support your evolving needs, including more separately managed accounts, over 100 additional alternative investments, more than 3,000 mutual funds, 1,500+ ETFs available at no transaction fee, and additional banking and lending solutions.
Advanced Cybersecurity Protections and Fraud Prevention Measures
Information security has always been a priority for our team, and for Commonwealth. As we transition to LPL, that commitment continues with new tools and technology that have been designed to evolve with the advance of technologies used to attempt fraud. This includes LPL's Cyber Fraud Guarantee and significant investments in information security.
The strength and stability of LPL Financial
LPL is a Fortune 500 company and the nation's largest independent broker-dealer, allowing us to leverage extensive resources while maintaining the independent, client-first approach that defines WHZ.
Have Questions? We're Always Here to Help
We are here to support and guide you throughout this transition. Please be on the lookout for an invitation in the mail with further details about our Open House events on November 18, 19 and 23 that are designed to address all of your needs and questions surrounding the transition.
Your Client Service team is also available to assist you at any time, should you have questions or concerns. Simply e-mail clientservice@whzwealth.com, or call (860) 928-2341.
About Your Investor360° Dashboard
You will continue to have access to your existing Investor360 dashboard throughout the Commonwealth to LPL transition. Access to Investor360 will continue until January, 2027. Click the Investor360°® button below to access your dashboard.
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