To integrate with MoneyGuidePro:

  1. Login to MoneyGuidePro by clicking the following link…
  2. Click “User Options” and then “Partner Options” in the left menu.
  3. Scroll down and verify the radio option for Wealthbox has the “Yes” option selected.
  4. At the top of the Partner Options page, find your “Institution ID”…you will need this to enable the integration from the Wealthbox settings.
  5. In Wealthbox, click on the three dots in the top-right corner of Wealthbox.
  6. Navigate to “Applications” and click “Settings” next to MoneyGuidePro.
  7. Click “Enable”, enter in your “MoneyGuidePro Institution Id”, then click “Save”

After completing setup, you can launch MoneyGuidePro for a client with these instructions.

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