# Get your LPL ClientWorks client data through an API > Read a client's accounts, holdings and profile from LPL ClientWorks with one API call each. A workflow can collect account values for your client list every Monday and post them to your CRM or reporting sheet. Page: https://fous.com/automate/lpl-clientworks Updated: 2026-11-12 Works with your own LPL ClientWorks account. Fous is an independent product. ## What you can build on ClientWorks ### Get a client's accounts 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 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 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](/product/workflows) 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 Starts: Every Monday at 7:00 1. For each client on your list, get the client's accounts from ClientWorks. 2. Keep account number, title, type, class and value for each account. 3. Post the rows to your CRM or reporting system by webhook. ### Client contact details that changed in ClientWorks Starts: Every weekday at 18:00 1. For each client on your list, get the client's profile from ClientWorks. 2. Keep the clients whose address, phone or email changed since the last run. 3. Email you the changes, one line per client, with the old and new values. ### Monthly holdings summary before client reviews Starts: On the 1st of every month at 8:00 1. For each account you name, get the account's holdings and gain/loss from ClientWorks. 2. Have an AI step summarize each account: largest holdings and gain/loss. 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](/product/methods), 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. Example request: ``` 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" } }' ``` Example response: ``` { "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. | Option | What it covers | What it takes | | --- | --- | --- | | CRM integrations (Wealthbox, Salesforce) | Wealthbox: account data one way from LPL, contact details both ways. Salesforce package: clients, accounts and holdings. | Registering on the ClientWorks Integration Dashboard. The Salesforce package is free on AppExchange after LPL registration. | | Planning and research tools (RightCapital, Morningstar) | Position-level account data and household data into a plan, or client, portfolio and holdings data into Advisor Workstation. | An account with that tool. RightCapital positions update once a day. Morningstar imports only accounts under the one Master RepID you are set up under. | | ClientWorks by hand | Client Dashboard, Profile Summary, accounts and holdings, the Forms Tool, account opening, money movement and trading. | Your own ClientWorks username and password, then the multi-factor step or a registered passkey. | Read on November 12, 2026: [ClientWorks integrated advisor workstation](https://www.lpl.com/join-lpl/managing-your-business/tech-capabilities-and-offerings/clientworks.html), [Wealthbox: enable the LPL ClientWorks integration](https://help.wealthbox.com/hc/en-us/articles/29980346152091-How-to-enable-the-LPL-ClientWorks-integration), [Morningstar Advisor Workstation integration guide for LPL](https://www.morningstar.com/content/cs-assets/v3/assets/blt9415ea4cc4157833/blt8c8055a77ef72dc9/67eae0b6d06ee75b08331fc7/Integration_Guide_LPL_Final_2025.pdf). ## 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. ## More in Finance: wealth and retirement - [NetX360+](https://fous.com/automate/netx360.md) - [Empower Plan Service Center](https://fous.com/automate/empower-plan-service-center.md) - [Fidelity Plan Sponsor WebStation](https://fous.com/automate/fidelity-plan-sponsor-webstation.md) - [Fidelity Wealthscape](https://fous.com/automate/fidelity-wealthscape.md) - [Schwab Advisor Center](https://fous.com/automate/schwab-advisor-center.md) - [Nest employer account](https://fous.com/automate/nest-employer-account.md) Other industries: [myDCLI](/automate/mydcli), [Carrier 360 by J.B. Hunt](/automate/carrier-360-by-j-b-hunt), [Exostar](/automate/exostar), [Avinode Marketplace](/automate/avinode-marketplace), [レインズ](/automate/reins), [Bushel](/automate/bushel). ## Frequently asked questions ### Does LPL ClientWorks have an API? Not one that LPL's public pages offer to advisors directly. LPL connects ClientWorks to tools such as Wealthbox, RightCapital, Morningstar and a Salesforce package, which you register for inside ClientWorks. With Fous you can build your own methods that read what your ClientWorks account shows. ### Can I send ClientWorks account values to my CRM? Yes, if your CRM has an LPL integration. Wealthbox, for example, shows account number, title, type, class and value from ClientWorks, synced one way from LPL. For other systems, a Fous workflow can read the accounts on a schedule and post them to your webhook. ### Why are some accounts missing from an integration import? Usually because they sit under another Rep ID. Morningstar's guide for LPL says only accounts under the Master RepID your entitlement is set up under can be imported, even when ClientWorks shows accounts under other Rep IDs. LPL's CTM team can confirm the setup. ### Can I sign in to ClientWorks without a password? Yes, once you register a phone. Under Menu, Settings, Security Settings you scan a QR code and save a passkey. After that you sign in by scanning the QR code on the ClientWorks sign-in page and confirming with your phone's PIN, pattern, Face ID or fingerprint. ### Is Fous affiliated with LPL Financial? No. Fous is an independent product. You use it with your own ClientWorks login, and a method reads and does only what that account can. Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of LPL ClientWorks (LPL Financial). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.