Single-Sign-On to Wealthbox from ClientWorks at an app level
In the upper-right corner of ClientWorks click on Menu.
Select Tools.
Select Wealthbox CRM.
A new tab will open and land you onto the Wealthbox dashboard page.
Single Sign-On to ClientWorks from Wealthbox at an app level
In the upper-right corner of Wealthbox click on the square dot icon.
Select LPL Financial.
A new tab will open and land you onto the ClientWorks homepage.