Yodlee Integration - Client Portal Steps

hi there I wanted to quickly show you

0:02

how to add in linked accounts in the

0:05

client portal itself so with the new

0:07

user interface we used to have an area

0:09

up here where the client would come in

0:11

it would say linked accounts they can go

0:13

in and add their outside accounts

0:15

through our Yodo integration with our

0:17

new user interface we do have a new area

0:19

to find this here in the client portal

0:22

this would be up on the top right you

0:24

have your profile picture and now that

0:26

same link accounts button is

0:28

here go

0:30

click that you click Add accounts and

0:32

you could type in that outside account

0:34

that you're trying to pull in from these

0:36

various you know bank accounts or other

0:38

firms here one thing to note is that

0:41

when you do get it linked essentially

0:42

the client is making it available for

0:45

use for the adviser so the adviser would

0:47

still need to go back in on their end

0:50

click add linked accounts once you're in

0:51

the assets Tab and from there they can

0:55

go in and add these outside accounts

0:57

that are LinkedIn through the client

0:59

portal from the clients I hope this is

1:01

helpful feel free to reach out to us if

1:03

you have any questions thanks