To enable the RetireUp integration, please follow the below steps:
If you hover over your name in the upper right of the screen, you will see a dropdown like the one below:
By selecting the “Integrations” option, you will be redirected to the screen below - once there, click “connect” next to Wealthbox:
Once you click connect, you will see a redirection screen below:
You will then be directed to this screen, which will require you to put in your Wealthbox credentials. Once complete, the connection is finished.
You will see a success message associated with the Wealthbox connection - you are all set!