To enable the RetireUp integration, please follow the steps below:

1. Inside of RetireUp, if you hover over your name in the upper right of the screen, you will see a dropdown like the one below:
   
   
   
   
2. By selecting the “Integrations” option, you will be redirected to the screen below. Once there, click “Connect” next to Wealthbox:
   
   
   
   
3. Once you click connect, you will see a redirection screen below:
   
   
4. You will then be directed to this screen, which requires you to enter your Wealthbox credentials. Once you complete this step, the connection will be finished.
   
   
5. You will see a success message associated with the Wealthbox connection—you are all set!​