Click on Settings from the left side navigation.  On the Integrations tab locate the MoneyGuidePro box and click on it.
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Click on the Enable this integration button.

You’ll then be asked to enter in your Institution ID.  If you are unsure of your ID please contact MoneyGuidePro support (support@moneyguidepro.com)

Once you’ve entered in your ID click on the enable button.  You should see a confirmation that the integration was enabled.

Click on any client/prospect account that you wish to export.  Click on the Export button on the account details panel.
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Choose MoneyGuidePro.
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Click on the Export button.
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If this is your first time exporting this client he/she will show as not linked to a record in MoneyGuidePro.  On the next screen in MoneyGuidePro you'll be able to sync them to an existing record or to create a new record.  Tip: make sure your pop-up blocker is turned off especially if you are not seeing the MoneyGuidePro screen pop-up.

 
You’ll then be taken to the clients record in MoneyGuidePro

Note: If you are exporting a new client you will need to do the export twice, the first time to create the contact details, second time to export all of the other information.
If you receive a message stating your login credentials are incorrect on the MGP page, this means your instititutional ID is incorrect and you'll want to contact MGP support (support@moneyguidepro.com) to obtain your ID.  Once you've done that you'll want to come back to the integrations page in your settings and disable then re-enable your MGP integration. 

Keywords: Moneyguide, MGP, Money Guide Pro, Envestnet
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