Get your LPL ClientWorks client data through an API

What you can build on ClientWorks

• Get a client's accounts

  Build this

  Reads the accounts ClientWorks lists for one client or household, with each account's number, title, type, class and value.

  Takes

  Client name or account number, Rep ID (optional)

  Returns

  Account number, account title, account type, account class, value, Rep ID

• Get an account's holdings

  Build this

  Opens one account in ClientWorks and reads its holdings, gain/loss information, retirement information and annuity information.

  Takes

  Account number

  Returns

  Holdings, gain/loss information, retirement information, annuity information

• Get a client's profile

  Build this

  Reads the Profile Summary of one client: name, client type, Rep ID and contact details as ClientWorks holds them.

  Takes

  Client name or account number

  Returns

  First, middle and last name or entity name, client type, Rep ID, primary email, phone numbers, mailing and home address, birthdate

Automate ClientWorks with a workflow

A workflow runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

• Account values for your client list, every Monday

  Build this

  Starts

  Every Monday at 7:00

  Step 1

  For each client on your list, get the client's accounts from ClientWorks.

  Step 2

  Keep account number, title, type, class and value for each account.

  Step 3

  Post the rows to your CRM or reporting system by webhook.

• Client contact details that changed in ClientWorks

  Build this

  Starts

  Every weekday at 18:00

  Step 1

  For each client on your list, get the client's profile from ClientWorks.

  Step 2

  Keep the clients whose address, phone or email changed since the last run.

  Step 3

  Email you the changes, one line per client, with the old and new values.

• Monthly holdings summary before client reviews

  Build this

  Starts

  On the 1st of every month at 8:00

  Step 1

  For each account you name, get the account's holdings and gain/loss from ClientWorks.

  Step 2

  Have an AI step summarize each account: largest holdings and gain/loss.

  Step 3

  Email you the summaries in one message, one per account.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

Once built, one call from your code

Once you have built a method, it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get a client's accounts” would look like.

curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "clientworks.lpl.com/get_client_accounts",
    "input": {
      "client": "Northwind Family Household",
      "rep_id": "AB12"
    }
  }'

{
  "status": "completed",
  "data": {
    "client": "Northwind Family Household",
    "accounts": [
      {
        "account_number": "1234-5678",
        "account_title": "Northwind Family Trust",
        "account_type": "Trust",
        "account_class": "Brokerage",
        "value": 412850.17,
        "rep_id": "AB12"
      }
    ],
    "count": 1,
    "currency": "USD"
  }
}

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

ClientWorks’s own options

LPL's public pages describe ClientWorks as the advisor workstation for account opening, money movement, client reporting and trading, and describe no API that advisors call themselves. LPL connects ClientWorks to outside tools through integrations such as Wealthbox, RightCapital, Morningstar and a Salesforce package.

Read on November 12, 2026: ClientWorks integrated advisor workstation, Wealthbox: enable the LPL ClientWorks integration, Morningstar Advisor Workstation integration guide for LPL.

Signing in to ClientWorks

ClientWorks asks for your username and password, then a multi-factor step by text message or call. You can instead register a phone in Security Settings and sign in with a QR code and a passkey. With Fous you sign in through ClientWorks' own sign-in with your own account, and the login is sealed with AES-256 and never seen by your code or AI agents.

Worth knowing

Rep IDs decide which accounts you see

ClientWorks can show accounts under several Rep IDs, including split rep codes. Integrations such as Morningstar's import only the accounts under one Master RepID, so a method can take the Rep ID as an input.

Restricted client fields go through forms

Name, entity name, date of birth, SSN/TIN and primary residence address are restricted client fields. The integration notes say to change them in the ClientWorks Forms Tool.

Each user registers for Wealthbox

The Wealthbox integration starts on the ClientWorks Integration Dashboard, where each user clicks Register. Linking clients is then done once per Wealthbox account from the Clients tab.

Passkey sign-in has a 3-minute link

The QR code sign-in opens a link on your phone that is valid for 3 minutes. The phone is registered first under Menu, Settings, Security Settings, after a normal sign-in with multi-factor authentication.

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