How to Activate the fpPathfinder Integration

1. Click on your profile icon and select Integrations.

2. Select Add Integration and find fpPathfinder in the list of integrations offered by Income Lab, then click Link.

3. Carefully read the integration instructions, then click Activate Integration to finalize the integration. 

Want to watch a real advisor use case with fpPathfinder? Watch this fpPathfinder Planning Potential webinar.