Advisor360 - Add or Link Account / Policy

Unhouseholded policy (insurance) & account (securities)

1. Review Practice360 – Insurance Inforce Tab for insurance policy & Accounts Tab for securities related account
2. Sort by Household Name column – if empty, the policy or account is currently unhouseholded
3. Create a new household or link to an existing household

Link policy or account to a household

1. Open up the household in Client360 – Administration Profile subtab
2. Under Household Accounts tile – click on the blue + Add Accounts
3. Select Accounts bullet for securities related account and Policies bullet for insurance policy
4. For securities related account - type in Household Name, Account Number, Last Name or SSN to search
5. For insurance policy - type in Contract Number or Last Name for search
6. May check off Include closed accounts/policies as part of the search
7. From Search result, click on the checkbox(s) next to the contract number(s) to be linked to this household, then click Add
8. The account / policy should now appear under the Household Accounts tile
9. Securities account information will show under the Trading / Holdings Account Profile subtab and Insurance information will show under Insurance tab

Unlink policy or account from a household

1. Open up the household in Client360 – Administration Profile subtab
2. Under Household Accounts tile – click on the checkbox or 3 dots next to the account or policy, then click Remove

Manually add a policy (outside carriers)

1. Open up the household in Client360 – Insurance tab
2. Click on blue + Manually Add a Policy – select product type
3. Type in all * Required Field and click Save
4. Manually added policy will be indicated with a blue M in circle
5. May click pencil icon to edit and trash icon to delete
6. Client can do the same in Investor360 if given access

Add additional accounts by advisor

1. Open up the household in Client360 – Trading / Holdings tab
2. Under Additional Accounts – click on the blue Add / Edit and select the type
3. Type in the * Required field and click Save & Close
4. Manually added account will be indicated with a blue M in circle
5. To modify, click on the blue Add / Edit, select the type and make the changes or use trash icon to delete

Account aggregation by client

1. Client logs into Investor360 – Portfolio tab
2. Under Additional Accounts – click on blue + Add Account
3. Select or search for the carrier, log in with the respective ID / PW, follow instruction on screen for verification purpose
4. If successful, account(s) will be listed and click save
5. To remove, may click on account and use the trash icon
6. Currently not all carrier or account can be aggregated

Resources

• Best Practices for Adding External Accounts to Investor360°
• Additional Accounts Functionality in Investor360 Client FAQs - Envestnet Yodlee
• Envestnet Yodlee Instructions for MoneyGuide or RightCapital Users
• Investor360 SaaS Platform Security and Data Protection