![]() You can also view MoneyGuidePro's support document for this integration here. Once the accounts have been mapped you can see the imported accounts under the 'Resources' tab in the profile or in a client's plan.After completing this, select the 'Continue' button. MoneyGuidePro plus a recommendation for powering up your ability to connect with a new generation of financial management. Map the accounts by selecting the accounts to import, the correct account owner, and account type.After selecting the client and accounts, select 'Done'. This will allow you to select the clients and all associated accounts that you want to import into MoneyGuidePro. Enter the client's name and click 'Search'.Select Capitect from the list of available integrations.Go to the client's 'My Plans' page in MoneyGuidePro and select 'Manage Integrations'.Import client accounts from Capitect into MoneyGuidePro. Enter your Capitect User ID and API Key that you saved from step 1, then select 'Done'.Īfter completing the above steps you now have Capitect linked to your MoneyGuidePro account.ģ.701 Town Center Drive, Suite 104 Newport News. Verify that the radio button is set to 'Yes' and then select the 'Add/Edit Capitect API Key' link. LPL Account View Wealth Management System Login Money Guide Pro Login. To refer back to Ezra Group’s grading system, MoneyGuidePro gets a 35.5 out of 40. ![]()
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