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Yes, Marloo connects to your LPL Financial accounts through Morningstar ByAllAccounts. Once connected, accounts and holdings show on each client's record and update daily.

The LPL Financial integration page shows the account feed.

<b>The quickest way:</b> ask Marloo, "Help me connect my LPL accounts". Marloo sends you a link to click, then guides you through the rest.

These are the accounts you see in ClientWorks, LPL's advisor platform.

For the steps to connect, link accounts to clients and disconnect, see <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>.

The LPL Financial page lists three steps to set up and review its feed.

No. Marloo receives your LPL Financial account data through Morningstar ByAllAccounts, with your authorization.

<b>Is this an official LPL integration?</b>

<a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>

<a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>

<a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

- <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>
- <a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>
- <a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

Marloo connects to your LPL ClientWorks accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your LPL ClientWorks accounts to Marloo

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Connect your LPL ClientWorks accounts to Marloo

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