Wealthbox seamlessly integrates with LPL email accounts to ensure smooth communication with clients. Follow this guide to configure, re-sync, and troubleshoot your LPL email setup.
Overview
This article addresses:
Setting up an LPL email account in Wealthbox.
Reconnecting a disconnected email due to updates, password changes, or other issues.
Special setup considerations (e.g., DBA accounts or non-Exchange setups).
Troubleshooting common email sync issues.
Setting Up a New LPL Email Account
To link a new LPL email account with Wealthbox:
Navigate to Settings > Email > Email Accounts from the top-right corner.
Click on Connect new email under Individual Email Accounts.
Enter your LPL email address using the format firstname.lastname@web.lpl.com. Then, click Next.
→ For users upgraded to Microsoft Office 365, use firstname.lastname@lpl.com without 'web'.-
Choose your preferred email visibility:
Only Me: You can view your emails.
Everyone: All workspace users can view emails within contact records.
Click Finish.
Select Exchange (or Office 365 for Microsoft 365 accounts) as the provider.
Enter your email password and click Log in. The email sync may take up to 24 hours to complete.
Webmail Configuration
To access your LPL email account via webmail, use the below configuration details: Server Host URL: https://lplmail.lpl.com/ews/exchange.asmx. This will allow you to manage your emails through a browser-based setup.
Reconnecting or Re-syncing Due to Errors
LPL email connections might break due to:
Password changes.
High-security protocols forcing periodic re-authentication.
To reconnect your LPL email:
Go to Settings > Email > Email Accounts.
Click on the three-dot menu beside your email, select Resync or Disconnect, and follow the setup steps above.
If prompted by a banner in Wealthbox (e.g., a yellow banner for email/calendar sync issues), follow the re-sync instructions provided.
Special Cases
DBA Emails
If you use a DBA (Doing Business As) email with LPL:
Enter your DBA email address in the email account setup page.
Choose Office 365, then log in to your DBA email account to complete the setup. Note: DBA emails provided by LPL are hosted on Microsoft’s Office 365 platform, making it necessary to select Office 365 during the email setup.
Non-Exchange Setups
If you do not use an Exchange email:
Connect through Outlook if the connection appears successful, and ensure emails sync correctly by verifying the status in Settings. If you are configuring a standard LPL-hosted email account, select the Exchange option during setup and complete the process by entering the account password.
Handling Password Resets and Security Interruptions
When you reset your LPL email password or encounter high-security interruptions:
Update the password in Wealthbox by disconnecting and reconnecting your email (see setup instructions).
Periodically re-authenticate when prompted by LPL servers. Follow the on-screen yellow banner instructions for syncing.
Troubleshooting & FAQs
Q: What provider should I use for LPL-hosted emails?
A: Select "Exchange" to connect emails in the format firstname.lastname@web.lpl.com.
Q: How long until my emails start showing up in Wealthbox?
A: Please allow up to 24 hours for new syncs to complete.
Issue: What should I do if my DBA email was upgraded?
Solution: Use the upgraded email with "Office 365" as the provider.
Issue: What if I'm not seeing or missing emails in contact records?
Solution: Ensure you’ve selected an individual email (not a shared email) during setup.
If these steps don’t resolve your issue, contact Wealthbox Support for further assistance.