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How do I link an existing client after the Albridge integration is enabled?
How do I link an existing client after the Albridge integration is enabled?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over 3 years ago

You can refresh the import which will download new clients by clicking on “Albridge” on the “import" page.

Please note that Albridge accounts feed through by matching SSNs on their end with SSNs in Wealthbox.

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