Getting Started With Applink
Contents
From the Advisors Assistant Admin Menu, Select Maintain Producers. Then choose the Producer being set up. On the Modify Producer Screen, choose the Albridge Tab
Overview
You do not need the Investment Module to access Albridge Applink. If you do not have the Investment Module, you can use Applink from the Partner Sidebar Menu.
The setup for Albridge Downloads has the same credentials as the setup for Applink.
Setting Up The Producer Record
Advisors Assistant uses the Primary Producer for the credentials to send to Albridge to retrieve the data.
Setting up an advisor for Albridge Applink or Downloads
You will need to get your Partner User ID and your broker dealer's Financial Institution ID from your broker dealer. This is like a user ID and password for access to the Albridge server.
See Also
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Combining the Albridge Downloads with Albridge Applink lets you populate Advisors Assistant from Albridge and saves lots of data entry. |
