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Use Tamarac Data in MoneyGuide

When you export data from Tamarac to MoneyGuide, you can see updated account values, holdings, and cost basis, as well as client data in a MoneyGuide plan.

Tamarac Data in MoneyGuide Update Frequency

Tamarac account values refresh in MoneyGuide every time you click Export and View in MoneyGuidePro. They do not automatically refresh. To learn the steps for exporting from Tamarac, see Export and Import MoneyGuide Data.

Financial Account Information

Once exported from Tamarac, you see the Tamarac accounts in MoneyGuide under Investment Assets in the Linked section.

Click ⓘ to see details of the account, including where it came from—in this case, Imported from Envestnet | Tamarac.