Knowledge Base

Learn about features, integrations, customizations and more.

How do LPL users connect their calendar to Wealthbox?

Wealthbox Support
Wealthbox Support
  • Updated

As an LPL user, you should be able to connect your calendar using these options:

Microsoft Exchange:

  • Navigate to your Wealthbox Applications > Outlook Calendar Settings page.
  • Enter your LPL email address as "firstname.lastname@web.lpl.com" and select "Authorize Outlook Calendar".
  • Select "Microsoft Exchange" and enter your email password.

Use the following for the Server host URL: https://lplmail.lpl.com/ews/exchange.asmx

Then select the visibility of your Wealthbox calendar under Default permissions and “Enable synchronization”.

Microsoft Office 365:

  • Navigate to your Wealthbox Applications > Outlook Calendar Settings page.
  • Enter your "DBA" email. We recommend that you verify with your IT Admin if this is the DBA email address you can use along with your email password when you select this host.

For best practices, we recommend confirming which option and email address you can use with your IT Admin, who manages your calendar accounts.