Once logged into your IPS AdvisorPro account you can create a one-time connection with any of our integration partners. Please follow these steps to create your connection:
- Click on Account Administration
- Click on Integration Setup
- Input your user credentials affiliated with our integration partner*
- Click Connect
*PLEASE NOTE: If you wish to connect with MoneyGuidePro, you will need an additional credential - your Institution ID. This 3 digit code can be located within your MGP account under User Options > Partner Options, or you may contact MoneyGuidePro's support team.