How do I connect to an integration partner?

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:

  1. Click on Account Administration
  2. Click on Integration Setup
  3. Input your user credentials affiliated with our integration partner*
  4. 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.

 

 

Have more questions? Submit a request