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.
Last published on: October 31, 2025
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 you can add linked accounts after
0:07
you've set up an integration from any of
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our direct Integrations or if you've
0:11
given clients access to the client
0:13
portal and then they've linked their
0:15
outside linked accounts through the
0:16
client portal to pull in any linked
0:19
accounts from the income dashboard you
0:22
want to find the pencil icon in your top
0:23
right to get into your household
0:26
inputs from the household inputs select
0:29
the assets tab then select add linked
0:32
accounts to open up the
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module here you can click the source to
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select any of the active Integrations
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you'd like to pull from if you're
0:41
pulling from yle you'll see the yle
0:43
option here then you can click the plus
0:46
sign to pull in any of the accounts your
0:48
clients would have linked through the
0:49
client portal if you're using any of the
0:51
other Integrations you may notice for
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example with Schwab you can either
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search or open the drop down here from
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your full list of clients to select and
1:00
pull in those household accounts as well
1:03
and with some of the Integrations like
1:05
nitrogen you may have to
1:08
search using the client
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name and then you'll notice any clients
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that match that name will pull up here
1:16
and then you can follow the same steps
1:18
to select the accounts and hit
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save once you're done and you hit save
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you'll notice that the link to accounts
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will now show up with the icon from the
1:27
integration they came from as well as a
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blue link icon to signify that those
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values are linked and coming from an
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integration when you're done you can
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select
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finish and that will take you right back
1:40
to your main plan
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dashboard that's it we hope this helps
1:45
please reach out to our team if you have
1:46
any
1:47
questions
Instructions
- 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 you'd like to pull from, 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. Click Save to finish.
You will now see the accounts linked under the assets list. The linked accounts will be indicated by an icon with the integration partner's logo.
➡️ Questions?
Please reach out to your account manager or email [email protected] if you have any questions or need additional assistance.