Single Sign-On (SSO): LPL

What is Single Sign-On?

A Single Sign-on, commonly referred to as an SSO, is an authentication method that allows you to securely access multiple applications (LPL's ClientWorks & RightCapital Software) with a single set of credentials. Once you are authenticated by logging into LPL ClientWorks, you can securely access RightCapital software without having to re-enter your credentials. This saves you time and creates efficiencies as you cycle between your financial technologies. For information about the LPL Integration, please click here.

Accessing RightCapital through Single Sign On (SSO)

In LPL’s ClientWorks > Client Dashboard area advisors can use the ‘Tools’ option to select RightCapital Software.
The first time an advisor clicks the RightCapital tool they will be asked to enter username and password into the login screen.
After the first login users accessing RightCapital from the ‘Tools’ area will be brought directly to their RightCapital Advisor Portal.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance leveraging the LPL ClientWerks Single Sign On in RightCapital please contact Support.