Please see our other help articles on how to get integration capabilities approved before following the steps below to use the integration feature. These can be found in the "Investment Information, Integration Partners, and Data Updates" section of our support page.
1) Select My Clients once the Integration has been approved
You can check the integration partners page for approval status and you can expect an email from Fi360 confirming the approved status
2) Select Create
3) Select Create a Client from an integration partner
4) Check off the client(s) you want to link and select Create
5) When the link is complete, you will see the client created in the Client Cabinet
For existing clients:
Alternatively, clients already created in the Fi360 Toolkit can be linked to the integration partner to allow for regular, automatic updates to the client's funds and asset values. This would be done on the My Clients, Client Cabinet page by clicking on "Establish Link".