Integrations
Setting up and managing integrations with other planning software
Yodlee Integration - Advisor Steps
This article will walk through how to initiate the Yodlee integration from your advisor account....
SSG / Interactive Brokers / Millennium Trust - How to Integrate
Learn how to seamlessly integrate services from SSG, Interactive Brokers, and Millennium Trust....
Fidelity - How to Integrate
This article will walk through how to set up the Income Lab integration to Fidelity (powered by BridgeFT)....
Charles Schwab - How to Integrate
Discover how to successfully integrate your Charles Schwab data into Income Lab...
Redtail - How to integrate
This article will walk through how to set up the Income Lab integration with Redtail....
Orion - How to Integrate
This article will walk through how to set up the Income Lab integration with Orion....
TradePMR - How to integrate
Learn how to seamlessly integrate TradePMR into your workflow for improved efficiency and productivity....
NFS - How to Integrate
This article will walk through how to set up the Income Lab integration to NFS (powered by BridgeFT)....
Black Diamond - How to integrate
This article will walk through how to set up the Income Lab integration with Black Diamond....
Altruist - How to Integrate
This article will walk through how to set up the Income Lab integration with Altruist....
Nitrogen - How to Integrate
This article will walk through how to set up the Income Lab integration with Nitrogen....
Add Linked Accounts
This article includes a video tutorial and step-by-step instructions on how to add linked accounts into a household's plan with an active integration....
Failed Import Error - Orion Integration
Why am I getting a Failed Import error when importing a household?...
Pershing - How to Integrate
This article will walk through how to set up the Income Lab integration with Pershing....
Integration Data Points
What Data Comes Over from Each Integration?...
Blue Leaf - How to Integrate
This article will walk through how to set up the Income Lab integration with Blue Leaf....
fpPathfinder - How to Integrate
Learn how to seamlessly integrate fpPathfinder for more efficient financial planning and analysis....
Integrations Overview
This article provides information on the timeline for setting up a connection with each of Income Lab's integration partners....
PreciseFP - How to Integrate
This article will walk through how to set up the Income Lab integration with PreciseFP....
Update Linked Accounts
Follow the steps below for how to manually update the balances on linked accounts are are being pulled from an integration....