With built-in features, and the added benefit of LPL security, Secure Cloud storage solution is one of the most secure ways to share files today.

 

As a financial professional, you handle sensitive financial data, passwords, and other confidential client information that must remain secure. Despite your vigilance, you are most likely aware of the increasing threats of cyber-attacks and data breaches targeting financial service firms.

LPL Financial understands these concerns and offers its financial professionals the same robust enterprise-level security features utilized by our home office through our Secure Cloud service. This cutting-edge platform ensures that you can access your files securely from anywhere, providing peace of mind with secure large file transfers, even when you are away from your office. With Secure Cloud, you can focus on your clients, knowing their information is protected by top-tier security measures.

Key Features and Benefits of Secure Cloud

Unlimited Cloud Storage

  • Store individual documents as large as 150GB
  • No account size limit on how much data you can store

Compliance Focused

  • Complies with FINRA regulations
  • Provides best practices for safe and compliant online document storage

Ease of Use

  • SSO (Single Sign On) access using your ClientWorks credentials
  • Access your files from any secure device at any time
  • Easily share documents with team members, clients, and third-party business relationships
  • File Request allows clients to upload documents securely and easily

Data Loss Prevention

  • Enterprise-grade artificial intelligence-driven security software continuously scans documents when uploaded, shared, previewed, edited, and downloaded
  • Secure Cloud keeps up to 100 versions of each document in the event you need to restore a previous version


Secure Cloud allows you to utilize LPL’s enterprise-level cloud storage system, powered by Box.com, offering a significant upgrade over standard commercial options. With its integrated features and the added benefit of LPL’s robust security, this storage solution stands out as one of the most secure methods for file sharing available today.

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