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How to Use Single Sign-On Between LPL ClientWorks and Wealthbox

Team Wealthbox
Team Wealthbox
  • Updated

Single-Sign-On to Wealthbox from ClientWorks at an app level

  1. In the upper-right corner of ClientWorks click on Menu.

  2. Select Tools.

  3. Select Wealthbox CRM.

  4. A new tab will open and land you onto the Wealthbox dashboard page.

Single Sign-On to ClientWorks from Wealthbox at an app level

  1. In the upper-right corner of Wealthbox click on the square dot icon.

  2. Select LPL Financial.

  3. A new tab will open and land you onto the ClientWorks homepage.