The Wealthbox integration with ClientWorks enables advisors to view financial account data directly within Wealthbox. By linking client records and enabling the financial account sync, you can seamlessly pull in account details from ClientWorks, including holdings, retirement info, gain/loss, and annuity info. This integration streamlines your workflow by providing quick, centralized access to key financial data without switching platforms.

Once toggled on, the Financial Account sync will be enabled for all workspaces that a user is in.

Step 1: User Registration

Each Wealthbox user will need to complete this step once. It does not need to be completed for each integration feature. If you completed the registration while setting up the two-way contact sync, you can skip this step.

For those who are new to the Wealthbox/ClientWorks integration, a user registration is needed. This only takes a few clicks as follows:

1. Click here to launch the ClientWorks - Registration page for the Wealthbox integration.
2. Click the “Get Started” button.
3. This will navigate you to the Integration Dashboard page. Click ‘Register’ in the Wealthbox widget.
4. Accept the LPL Terms and Conditions.
5. This will navigate you to the Wealthbox page to log in to Wealthbox. Log in to Wealthbox.
6. Accept the Wealthbox Terms and Conditions.
   
   

Step 2: Link ClientWorks Clients to Wealthbox

Only one user per account will need to complete this.

Step 3: Enable the Financial Accounts integration setting in Wealthbox

1. Once logged into Wealthbox, click the three-dot menu in the upper right corner of the screen next to your name.

2. Navigate to Applications.

3. Once on "Applications & Add-Ons", scroll down to "LPL Financial" and click on Settings.

4. Toggle on "Financial Accounts."

   

How it Works

On the Wealthbox side, an LPL Financial tab will display the Contacts accounts from ClientWorks. Wealthbox will automatically match client record/accounts if there is a match on SSN/Tax ID, if there is no match, then Wealthbox will search on first and last name. If the accounts do not automatically link up in Wealthbox, you can click the "Manage Linked Accounts" button on the LPL Financial tab and search by name or SSN/Tax ID to manually link the account.

View LPL financial accounts, balances, and positions in Wealthbox

1. Navigate to the Contact Record page for the client you want to view

2. Click on the LPL Financial tab

3. Click on the LPL Financial account number

4. You are able to see detailed account information, including holdings, retirement info, gain/loss, and annuity info.