Yodlee Integration - Advisor Steps
Adding linked accounts to each household is a great way to fully leverage the planning capabilities within Income Lab. Your clients can link accounts that will be used to fund their retirement, including accounts not managed by you. This portion of the implemented plan will be updated automatically, giving you more accurate, real-time results. You c...
SSG / Interactive Brokers / Millennium Trust - How to Integrate
Some of our BridgeFT integrated custodians (SSG / Interactive Brokers / Millennium Trust) accept ROI requests via e-mail. This help article will walk through how to set up the integration with these custodians. Step 1: Set Up the Integration Select your profile in the top right side of the screen, then click Integrations. Click Add Integration. ...
Fidelity - How to Integrate
Step 1: Initiate the Integration Select your profile in the top right side of the screen, then click Integrations . Click Add Integration . Select Fidelity from the window, then click Link . Carefully read the pop-up titled 'What to Expect' to understand the process and timeline. Click Start Integration Now to begin. Step 2: Submit Your I...
Charles Schwab - How to Integrate
Select your profile in the top right side of the screen. Then click Integrations . Click Add Integration . Select Charles Schwab (new) from the window, then click Link . Carefully read the pop-up instructions, then click Start Integration Now . Enter your Login ID, then click Continue . Enter your Password, then click Log In...
Redtail - How to integrate
➡️ Important Note Existing users can add the "New" Redtail integration to import households from Redtail. Any existing households already in Income Lab or any households without the minimum required fields cannot be imported. You should be able to import a household from any Redtail contact with a name defined, except those categorized as "Busines...
Orion - How to Integrate
Tutorial Video Video: Orion Integration Tutorial Video Video Transcript welcome this video will walk through how 0:10 to set up the Orion integration inside 0:13 income lab to begin select your profile 0:16 on the top right of your screen then 0:17 select 0:19 Integrations then click add 0:21 integration select Orion from the window 0:24 and click...
TradePMR - How to integrate
ℹ️ Note This integration will bring over investment account balances and cost basis. It does not include asset allocations, other financial objects, or household import. Step 1: Initiate the Integration Select your profile in the top right side of the screen, then click Integrations . Click Add Integration . Select TradePMR from the window...
NFS - How to Integrate
Step 1: Initiate the Integration Select your profile in the top right side of the screen, then click Integrations . Click Add Integration . Select National Financial Services from the window, then click Link . Contact your back office for the specific steps required to set up the integration from their end. 🎯 Important Note - Commonwealth ...
Black Diamond - How to integrate
Step 1: Initiate the Integration Select your profile in the top right side of the screen, then click Integrations . Click Add Integration . Select Black Diamond from the window, then click Link . Carefully read the integration instructions, then click Activate Integration . Name the integration Black Diamond, enter your username and p...
Altruist - How to Integrate
Video: Altruist Integration Video Video Transcript welcome this video will walk you through 0:02 how to set up the alterist imigration 0:05 inside income lab from your main 0:07 household page locate the settings on 0:10 your left side navigation then click the 0:12 integration button then on your right 0:16 click add 0:17 integration from there s...
Nitrogen - How to Integrate
Video: Nitrogen Integration Tutorial Video Transcript welcome this video will walk you through 0:10 how to set up the nitrogen integration 0:13 inside income lab to begin click the 0:15 profile in the top right hand of your 0:17 screen then click Integrations from 0:20 there click the blue ad Integrations 0:22 button then click the nitrogen logo a...
Add Linked Accounts
This video will review how to add linked accounts to a household's plan after establishing an active integration. Visit our Integrations Overview page for quick guides on how to set up an integration. Video: Add Linked Accounts Tutorial Video Transcript welcome this video will walk you through 0:02 how to add linked accounts inside income 0:05 lab...
Failed Import Error - Orion Integration
You may see a Failed Import error notice when there's a household you're importing that doesn't have the minimal data Income Lab needs to create a household. Below is the list of the required minimum data points we need to import the household. Please confirm all these data points are currently showing up on the Orion side. If there's any missing da...
Pershing - How to Integrate
Step 1: Initiate the Integration Select your profile in the top right side of the screen, then click Integrations . Click Add Integration . Select Pershing from the window, then click Link . Carefully read the integration instructions, then click Start Integration Nww . For Pershing custodian, there are two methods to submit your request: ...
Integration Data Points
Standard Data All integrations will bring over investment account names, balances, and cost basis (if available). After an integration is set up, you must follow these steps to add linked accounts to the household. ⚠️ Important Notice Asset class allocations are not included in the standard data integration partners provide (please see below for t...
Blue Leaf - How to Integrate
Click your profile icon, then select Integrations . Click Add Integration . Select Blue Leaf from the window, then click Link . Carefully read the integration instructions, then click Start Integration Now . Name the connection, enter your Blue Leaf Token, confirm you are not a robot, then click Link . The connection will then appear act...
fpPathfinder - How to Integrate
How to Activate the fpPathfinder Integration Click on your profile icon and select Integrations . Select Add Integration and find fpPathfinder in the list of integrations offered by Income Lab, then click Link . Carefully read the integration instructions, then click Activate Integration to finalize the integration. Want to watch a real...
Integrations Overview
Available Integrations The following platforms are available for integrations within Income Lab: Altruist Black Diamond Blue Leaf BridgeFT Schwab Fidelity fpPathfinder Interactive Brokers Millennium Trust Company Nitrogen Orion Precise FP Redtail SSG Yodlee Video: Integrations Tutorial Video Transcript welcome this video will walk you through 0:04 ...
PreciseFP - How to Integrate
⚠️ Important Note Before Integration The PreciseFP integration only supports data from their standard templates. Any customized data sets will not come through with the integration. Any existing households already in Income Lab, or any households using custom objects created inside PreciseFP will not be able to be imported. Some integrated data wil...
Update Linked Accounts
Linked accounts can be manually updated at any time from the household's Assets page. Follow the steps below for how to manually update your linked accounts. ➡️ Important Note Linked accounts on monitored plans will automatically be updated every month as part of the monthly plan tracking. Users can only reconcile plan values on investment accounts...