welcome this video will walk you through

0:04

adding an integration to your income lab

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account from the households homepage

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dashboard here click on the profile

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Avatar in the top right corner and

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select

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Integrations once on the Integrations

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page here you can add a new integration

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or update an existing

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integration let's go ahead and add a new

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integration here so we can select the

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one we

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want quick note our custodial

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Integrations may require additional

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steps to process a approval to start

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linking accounts for this example let's

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sample with Schwab here so we'll select

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Schwab and Link this brings up

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instructions here specifically to Schwab

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go ahead and follow the instructions in

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the window to submit the required

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information needed to retrieve your data

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feed directly from your custodian keep

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in mind there are different processing

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timelines depending on the integration

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after you have submitted what is needed

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for approval and you're ready to move

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forward click on I am not a robot and

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select the items that are

1:00

asked here in once we've passed that

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we'll go a and click

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save this is going to bring this up as

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pending here once you've received

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approval from the custodian our

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thirdparty partner Bridge F will create

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your account to link to income lab and

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you will receive login credentials from

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bridge F these are the credentials

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you'll want to add here to link that

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integration so once you have your Bridge

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F credentials we'll click the add

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credentials button in income lab name

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the connection we recommend keeping this

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the same as the institution of your

1:31

integration your credentials these will

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be your Bridge ft credentials not your

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Charles Schwab credentials once you've

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entered those click I am not a robot and

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relink once that relinks the ad

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credentials should now show as active if

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you see an update status button go ahead

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and click on that update status to

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finalize the integration you will then

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notice the status here will be updated

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to

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active for all other Integrations simply

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select the integration

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click link name the

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connection enter your integration

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credentials here select I am not a robot

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and Link and that will directly link

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those accounts through Black Diamond

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certain institutions will direct you to

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another

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page so just be aware that when you

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click link it is going to open up

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another page add your credentials sign

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in and it will link those accounts to

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your income lab instance here continue

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with the integration

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setup to refresh your balances update

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your credentials or even delete an

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integration select the three. icon for

2:39

more options if deleting a prompt

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message will appear to type in

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delete and then click delete and this

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will remove the

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integration once you have an active

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integration you will still need to add

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the linked Accounts at the household

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level to add the linked accounts let's

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go back to our households dashboard here

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select the household we want to

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update and in the top right corner we're

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going to click the pencil icon here this

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is going to edit our

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plan we'll go to the assets

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tab under investment accounts you will

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see the add link to counts button once

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you have an integration to link The

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Source will be available here to select

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from the dropdown you can search for the

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household name select the account you

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want to pull over and Link and then

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click save and then they'll be able to

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start linking

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in if have questions on the integration

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you can always refer to our help center

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here and search the keyword Integrations

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overview this will get you our resource

3:44

article for more information on specific

3:46

Integrations and how to add linked

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accounts specifically tied to that

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integration to get back to the

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Integrations page again selecting the

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profile icon up at the top right

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integration

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and it'll take you back to this page we

4:02

hope this helps thank you for watching

4:04

this video reach out to our team if you

4:06

have any

4:14

questions