To integrate with MoneyGuidePro:
- Login to MoneyGuidePro by clicking the following link… http://www.moneyguidepro.com/
- Click “User Options” and then “Partner Options” in the left menu.
- Scroll down and verify the radio option for Wealthbox has the “Yes” option selected.
- At the top of the Partner Options page, find your “Institution ID”…you will need this to enable the integration from the Wealthbox settings.
- In Wealthbox, click on the three dots in the top-right corner of Wealthbox.
- Navigate to “Applications” and click “Settings” next to MoneyGuidePro.
- Click “Enable”, enter in your “MoneyGuidePro Institution Id”, then click “Save”
After completing setup, you can launch MoneyGuidePro for a client with these instructions.