Secure Cloud

Work easier, faster, and safer—from anywhere

Safely share, store, and access even your largest of digital files, whether you’re in the office, at home, or travelling.   

Powered by Box.com, Secure Cloud’s user-friendly platform is the same enterprise-grade cloud storage that LPL uses across its networks. Plus, it’s managed by LPL professionals, providing you with quick and easy access to product support if and when you need it. 

With Secure Cloud, it’s easy to collaborate with your team and clients, while ensuring documents containing personally identifiable information is kept safe. 

 

Pricing

Receive LPL's negotiated rate of $27 per user/month (Valued at $47 per month)

Bonus Feature:

Receive Box Shield at no additional charge (a $22 value). Secure Cloud with Box Shield works for you to:

  • Automatically classify sensitive data
  • Prevent data leaks without sacrificing productivity
  • Protect against advanced malware attacks in real-time

 

System Requirements

  • Microsoft Windows 10/11 Pro || Mac / Apple Computers
  • Compatible with: Computers, Tablets, Smartphones*

*All devices with Box access must adhere to the Branch Office Security Policy 

Secure Cloud

Key Features

Unlimited cloud storage

• Store individual documents up to 150GB

• No account size or data storage limits

 Blue Check Mark

Compliance focused

Follows FINRA guidance on online document storage safety and compliance

 Blue Check Mark

Ease of use

• Uses Single Sign On (SSO) through ClientWorks so you don’t have to maintain separate credentials

• Access your files from any secure device, anytime

• Easily share documents within and outside your network

• File request, secure client document upload portal

 Blue Check Mark

Prevents data loss

• Enterprise-grade artificial intelligence driven security software continually scans documents when uploaded, being worked on and shared out

• If you need to restore a previous version, Secure Cloud keeps up to 100 versions per document

 Blue Check Mark

FAQs

Because you’re using Box.com through LPL’s Secure Cloud, you qualify for the maximum file size for enterprise-level accounts – 150GB. Rest assured that even your largest files can be uploaded for easy storage and sharing. 

Your Secure Cloud experience is managed by a team of full-time LPL employees who are Box.com subject matter experts and dedicated to serving you as a LPL financial professional. You’ll have easy access to product support if and when you need it.

Yes. You and your team can easily and safely share files within your network, as well as share files with clients outside your network. The user-friendly interface allows you set permissions for access as well as monitor file activity and downloads.

Recommended for you

LPL Financial Creative Graphic

Top 10 Reasons To Have Secure Cloud

LPL now offers its financial professionals the same enterprise security features the home office utilizes, in a service called Secure Cloud. Why should you consider Secure Cloud for your business?

Get details

How Secure Office Secures Your Files

LPL offers enterprise-level cloud storage at a substantial upgrade to what’s available commercially. This solution is one of the most secure options to access your files securely today.

Watch
LPL Financial Creative Graphic

Firms Discover a Financial Windfall with Remote Work

LPL financial professionals can take advantage of enterprise-level technology and safely share sensitive PII data to help power a full or part-time remote worker from anywhere. 

Get details

Ready to determine if a Digital Office Solution is right for you?

Schedule a call with a Business Solutions consultant

LET'S TALK
LPL Financial Creative Graphic