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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?
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Written by Team Wealthbox
Updated over a week 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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