Your RetireUp account can be integrated with Riskalyze, allowing you to seamlessly import Riskalyze client portfolios and retirement information for use in RetireUp's Retirement Plan tool!
For any questions about the integration, please contact the RetireUp Support Team at [email protected].
Setting up the Integration
The first time you use the RetireUp integration, you will need to connect your RetireUp and Riskalyze accounts as follows:
- Log in to RetireUp and navigate to Options -> Integrations:
- Click the CONNECT button, then enter your Riskalyze login credentials to proceed:
- Complete the connection by clicking Yes, I authorize this request:
You will be taken back to RetireUp, and the integration is now complete!
Importing Riskalyze Clients to RetireUp
From the client search page in RetireUp, click New Client and choose Import Riskalyze Client:
Choose the client to import from the list:
Choose which portfolios you'd like to import and click Next:
Lastly, confirm the retirement details and click Import:
With that, you've completed the import process and are ready to begin constructing a Retirement Plan in RetireUp!