Money Guide Pro- Synced Accounts Tutorial

In this tutorial, we're going to go over how to link accounts inside of Money Guide Pro. Once you log in to Money Guide Pro, you're going to be at the Snapshot View. To link accounts, we're going to click along here on the top it says, Linked Accounts. So we're going to click on that. And then we're going to hit FastLink right here at the top.

Once we do that, it's going to load up and say Select a Site. So here's where you enter whatever institution that you're trying to link. So if I was trying to link Chase Bank for example, an IRA I may have there, I would just click on Chase Bank. And then it's going to prompt you to type your Chase login credentials.

Once you link an account inside of Money Guide Pro, it is important to let your financial planner know in order to remove any duplicate entries that it may create.

Once you have accounts linked, there's some other cool things that you can look at here.

So if we click back on the Linked Accounts, we can view our Expenses & Income if you want. And you can also create a Budget.