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Link Tamarac Households and MoneyGuide Plans

There are some nuances to initially linking the Tamarac Household with a MoneyGuide Financial Goal Plan. This page provides details on how to make sure you get the initial link set up correctly.

For more information on the MoneyGuide integration, see Introduction to the MoneyGuide Integration.

How Do Tamarac Households and MoneyGuide Plans Link?

Clients and financial goal plans are all assigned to a unique advisor based on the user associated with the initial launch to MoneyGuide. Each client and plan can only be assigned to one advisor, and only that advisor can see those plans.

When you initially export a Household from Tamarac Reporting to MoneyGuide, the new MoneyGuide records are linked to the Tamarac Reporting account it was exported from. In the future, you will only be able to see that MoneyGuide record if you launch from that Tamarac Reporting account.

If a firm has only one MoneyGuide license, all the records will be associated with the user who initially exported from Tamarac to MoneyGuide. Anyone who wants to see those MoneyGuide plans will have to use to the initial launch user's login.

See It in Action: Advisor Launches Initially

In this firm, Advisor A manages assets for Households 1, 2, and 3. Advisor B manages assets for Households 4, 5, and 6.

Advisor A uses his Tamarac Reporting login when initially launching Households 1, 2, and 3 from Tamarac Reporting to MoneyGuide. He uses his matching MoneyGuide login. As a result, The MoneyGuide Financial Goal Plans created for Households 1, 2, 3 are associated with Advisor A in MoneyGuide.

In the future, only Advisor A can see the Financial Goal Plans for Households 1, 2, 3. Advisor B cannot see any of Advisor A's plans.

See It in Action: CSA Launches Initially

CSA Akshaya does the initial launch for the Abbey Household from Tamarac Reporting with her Tamarac Reporting credentials. The Tamarac Reporting records are exported to MoneyGuide and linked with Akshaya's login credentials. Akshaya completes the setup for the new Abbey Financial Goal Plan.

The next day, Advisor Kelly wants to make some updates to the Abbey plan. But when Kelly launches from Tamarac Reporting, he doesn't see the Abbey plan. This is because Kelly is logged in to Tamarac Reporting with his user login, which is not linked in MoneyGuide to the Abbey Financial Goal Plan. To see the plan, Kelly would need to use Akshaya's Tamarac Reporting and MoneyGuide credentials.