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 Advisors Only -
Please call the Portfolio Reports and Data Services Team at x5053. The Portfolio Reports and Data Services (PRDS) Team will walk you through the setup.
If you are not affiliated with Commonwealth, please reach out to our support team so we can work with your back office on the initial approval required to set up the NFS integration. For new integration requests, we may also need your back office involved to help start the process
- Click Start Integration Now to continue.
- Once your request has been processed, the BridgeFT team will complete the configuration and the Income Lab team will finalize the integration on the backend.
Step 2: Activate your Integration
- In your Integrations settings, click Check Status to update your integration status from Pending to Active.
Step 3: Add Linked Accounts
- Once the integration is active, go to your Households page and select a household.
- Edit the household by clicking the pencil icon on the top right of your Dashboard.
- On the Assets page, click Add Linked Accounts.
- On the left side, select the Source as National Financial Services, use the search bar to find your household, use the drop-down menu to open and show all accounts, then select the accounts you would like to link to Income Lab. Then click Save to finish.
You will now see the accounts linked under the assets list. The linked accounts will be indicated by a small National Financial Services icon.
➡️ Questions?
Please reach out to your account manager or email [email protected] if you have any questions or need additional assistance.