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How do I integrate with Envestnet MoneyGuide?

Team Wealthbox
Team Wealthbox
  • Updated

To integrate with Envestnet MoneyGuide (previously MoneyGuidePro):

 

  1. Login to Envestnet MoneyGuide by clicking the following link here.

  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 Envestnet MoneyGuide.

  7. Click “Enable”, enter in your “Envestnet MoneyGuide Institution Id”, then click “Save”

After completing the setup, you can launch Envestnet MoneyGuide for a client with these instructions.