A step-by-step guide on how to set up the Implemented Portfolios integration in your partner portal.
Step 1: Implemented Portfolios Setup Page
In your partner portal, select Feeds > Implemented Portfolios Setup. This will take you to a page that will prompt you to enter your Implemented Portfolios adviser ID(s).
Enter your details and click Save.
Step 2: Link Funds
Once you have setup your fund, go to Feeds > Implemented Portfolios funds to view the funds that are available under your account to link to client wealth portal accounts.
Step 3: Link user
In the Implemented Portfolios funds page, Identify the fund you would like to link to a user and select Link.
You will be prompted to enter the users email address. Please ensure that you use the email address that your client uses to log-in to their wealth portal.
If a user is found, click Link Account to confirm and the account will be linked. (left)
This fund is now linked to the user.
Other common questions…
What happens if I’ve linked a fund to the wrong user?
To unlink a fund, go to your client list and View the user account. Next, go to the mywealth section and delete the fund from the list. Having done so, the Link option will become available again for the fund.
I clicked on ‘Refresh fund list’ on the Implemented Portfolios Funds page but nothing has happened.
The funds take about 5 minutes to refresh. In order to see the update, please return to the page after the required amount of time.
How often does the data from Implemented Portfolios update?
Funds list – once a week
Individual fund details – once a day