From the Admin Menu, select Producers and Teams.  Highlight the producer name you wish to edit and click the Modify Button. Then click on the MoneyGuidePro Tab

MoneyGuidePro Tab

Institution ID

The Institution ID is provided by your Broker Dealer or your Insurance Company.  If you do not have a relationship with a company with an Institution ID, use 400.

Validate Button

The validate button will validate the Institution ID with the MoneyGuidePro web site.  You must validate the ID if you change it.