Setting up an integration allows you to sync client or prospect information via a Custodian or CRM and connect your email.
Video Tutorial
Integration Marketplace
The Integration Marketplace is the hub for all integrations. To browse all available integrations, from the home screen:
Click Settings > click Integrations > view All:
Custodian Integration
To setup an integration with a Custodian, from the home screen:
Click Settings > click Integrations > select Custodian to view all custodian partners
Click Connect:
For step-by-step instructions & FAQs, click "Trouble Connecting?":
Important! Once your custodian (TDA, Schwab, Fidelity, NFS) completes the required steps on their end and has approved the connection, then login to TIFIN Wealth and input your advisor code/master account number:
What fields sync via a Custodian integration?
Client's first name, last name, and their accounts. This information syncs overnight.
Complete the instructions found in This Form
Instructions per Custodian
Click to view instructions per Custodian:
NFS Specific Instructions
View Fidelity's "Clearing Instructions" form (found as an attached PDF at the bottom of this page).
NOTE: Please do not mask the first name/last name/email fields. TIFIN needs these fields left as unmasked for the integration to work.
Once you've received confirmation that the connection has been processed, proceed by entering your Rep Code/G-number:
Schwab Specific Instructions
Charles Schwab may ask for an individual's name, email & phone at TIFIN Wealth. Please provide the following:
Name: Jeff Koeneman
Email: [email protected]
Phone Number: 847-732-7750
CRM Integration
To setup an integration with a CRM, from the home screen:
Go to Profile & Settings > click Integrations > select CRM to view all CRM partners
Click Connect
Click Login to Connect.
Need Help? View 'Trouble Connecting?' Instructions or FAQs.
What fields sync via a CRM integration?
When importing from Redtail or Wealthbox, TIFIN groups contacts by the “status” field and the advisor is asked to make two decisions:
Choose whether to import the group or not (this allows the advisor to only bring in relevant data into TW), and
For every group that is chosen to import, whether it is imported as Clients or Prospects.
Step 2 is a required action on the advisor’s part. Tagging each group insures the group is designated to the correct bucket (client or prospect). TIFIN Wealth does not automatically infer Step 2 based on the name of the group.
Email Integration
When sending assessments via the platform, you have the option to connect your Gmail or Outlook account. That way the email comes directly from you versus [email protected].
Under Profile & Settings click on Integrations > scroll over to Email > click Connect > follow the prompts
Trouble with your Integration?
If you notice issues with your integration (like missing clients or missing accounts), please follow these steps to troubleshoot:
Each integration is different but they each have an integration connection status. Go to Profile & Settings > click Integrations > note the status of your integration:
Success: this means your integration connected successfully. If your integration has a "Success" status, however, you're still If this missing clients or accounts then reach out to [email protected].
Partially Processed: this means that some accounts failed to come over. Download the CSV file to view which accounts failed to connect and why.
Failed: please reach out to [email protected] and inform them your integration is showing a failed status.
FAQ's
How do I add multiple rep codes, master account numbers, etc?
Click Add Integration in the top right of the integrations screen
Click connect on whichever integration you'd like to add an additional rep code, master account number, etc..
