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LPL ClientWorks Integration

Empower better conversations and faster workflows with the YCharts and ClientWorks integration. Instantly sync portfolios—no manual entry required—then use YCharts to analyze holdings, customize proposals, and deliver LPL-approved reports that build trust and clarity.

Activate the Integration

Deactivate the Integration

Troubleshooting

Frequently Asked Questions

 

Activation

Go to YCharts and open Integrations. Toggle on Activate next to the LPL ClientWorks option

Download, fill out, and then reupload the required LPL Form F688. This form will then be sent off and your integration will be activated within the next 72 hours. You will receive an email notification once it's live. 

Once the LPL ClientWorks integration is live in your account, you will be returned back to the YCharts integration page, where you will see that your LPL ClientWorks integration has been activated.

You are now ready to start using the LPL ClientWorks and YCharts Model Portfolios Integration. You can go to your model portfolios menu by hovering over tools, and clicking on Model Portfolios. Once you have done that, you can click on Import Holdings in the top right of the menu and choose LPL ClientWorks from the menu.

 

Deactivation

Go to YCharts and open Integrations. Next to LPL ClientWorks, click Manage > Deactivate. Existing LPL ClientWorks data will remain in YCharts, but you will no longer be able to import additional portfolio data. 

Note: YCharts does not store any login credentials or additional account information from LPL ClientWorks. 

 

 

Troubleshooting

There are only a couple of errors you may encounter while using the integration. If you’re troubleshooting and need additional support, contact YCharts support team.

Error: Check that the integration is active

If you’re seeing this message, it is possible the integration was not properly activated, or there is an issue with the connection. 

To resolve this issue: 

  • Navigate to Integrations within YCharts and check to see if the status is ‘Active.’ If the status is ‘Inactive’, click Manage > Activate, and sign in to LPL ClientWorks. 

  • If you see this message and the status is ‘Active’, try deactivating the integration and then activating again. You will not lose any existing portfolio data. 

 Error: The selected item(s) do not have any holdings. 

This error appears when you attempt to import entities that do not have holdings. 

To resolve this issue: 

  • Try importing another type of entity. 

  • If you believe the holdings have not properly imported, reach out to YCharts support.

 

Frequently Asked Questions

  • Can I import cost basis data from LPL ClientWorks?
    • No, currently Cost Basis information cannot be pulled in from the LPL ClientWorks integration. 
  • Is there a video available demonstrating the activation process?
    • Yes, you can view the activation walkthrough here.
  • If I make changes in LPL ClientWorks, will those automatically update in YCharts?
    • No, by default any changes made in LPL ClientWorks will not transfer over to YCharts. You can change this setting your integration to automatically update here. You can choose from having holdings update daily, weekly, or monthly.