How to send intake invites to existing contacts in WealthCounsel?

Eternal Pro integrates directly with WealthCounsel

To import clients data from WealthCounsel (sending them an intake link):

  1. Login to your Eternal Dashboard as a Super Admin user
  2. Hover on  Integrations  in the left nav menu, then click WealthCounsel
  3. Click the  Connect to WealthCounsel  button
  4. Login to WealthCounsel and click  Grant Access 
  5. You will be returned to the Eternal Dashboard
  6. The integration Status will now say Connected ✅
  7. Click the  Show Import Options  button
  8. Select the clients to import and click  Import Selected Clients 
  9. Confirm the import by clicking  Yes, Import 
  10. Selected clients will be automatically created and invited by email

 

  • wealthcounsel, pro, integrations
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