A step-by-step guide on how to set up the Sharesight integration in your partner portal.
Step 1: Sharesight Setup Page
In your partner portal, select Configure > Feeds > Sharesight Setup. This will take you to a page that will prompt you to Login to Sharesight.
Step 2: Log-in to Sharesight
You will be redirected to a page to log-in using your Sharesight credentials.
Your Sharesight account is now linked.
Step 3: Link user
In order to view the funds available, go to Configure > Feeds > Sharesight Funds. 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, the fund will be linked to the account and you will see a confirmation. (left)
This Sharesight 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.