Want to reduce the redundancy of manually adding your clients’ account information you’re your financial planning software goalgamiPro?
To seamlessly update your Veo accounts from the TD Ameritrade platform, we have a simple integration tool that we have outlined here in 4 easy steps. You can also watch our video for a visual guide.
If you have watched our Veo Single Sign On Video, you will have already set up the connection with TD Ameritrade, providing you a link from VEO to goalgamiPro that takes you to this page.
You will arrive at the My Households page where you will see all your households displayed. Proceed by clicking on ‘Import’ and the selecting ‘VEO Accounts’. You will then enter your VEO username and password. This screen will then generate, showing all your unmapped accounts brought over from Veo.
Select which account you would like to include in goalgamiPro by checking the box and then map the selected account to the Household by clicking on the matching Household name in the drop down menu.
If it does not appear, then choose ‘Create a Household’ for that selected account. To create a new household, enter the name of the new household in the pop-up screen and then click ‘Create.’
After mapping each selected account to the appropriate household, you can see a review of all the mapped accounts on this screen. You may remove them at any time by clicking ‘Remove’ to the far right and when you are ready, click ‘Continue.’
In goalgamiPro you must identify the Household Member and enter their information such as gender and birth date. After you click ‘Continue’ you will see your newly added Household, in these examples, the Kang and Doe Household, appear with your other households listed alphabetically.
After click on the Household name, you will be taken to the Household Summary page where you can import the Veo holdings by selecting this option under ‘Import.’
The Primary Owner and account will ask you to validate it by clicking ‘Continue’ where you then proceed to see the holdings listed for that account. Notice the default Cost Basis is $0.00 and the default purchase date is today’s date. When you are satisfied, click ‘Import Holdings.’
A pop-up screen will appear to tell you your imports were successful and on the Household Summary page you will see your household account again only this time with a value.
The My Households page will be updated as well with this new information. To delete any of the households at this point, click on the trash can garbage to the right.
To unselect, do so by click on the same checked box again and the Veo accounts for that household will not populate. You may now choose other VEO accounts to map if you wish.
We hope that wasn’t too stressful. Follow these steps or watch the video for a walk through to make your financial planning software integration easier. Have additional questions?