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How Do I Integrate WealthPrep With My Website?

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If you are in Canada, you can integrate WealthPrep to your website. Here's how:

STEP 1: Log in to your website dashboard (if you don't know how to do that, click here) and click on the Extras tab to the left.

 

STEP 2: Select WealthPrep at the bottom left of the Extras sub-menu.

 

STEP 3: Scroll down on the WealthPrep page and either sign in to your existing account by selecting Integrate your account or start a free trial by clicking the Start Your Free Trial button.

 

STEP 4: The next step is to input your WealthPrep account name that appears at the end of your Wealthprep account URL (ex. www.wealthprep.ca/account-name).

If you've chosen Integrate your account, you'll be taken right to the Enter Profile URL page. Enter the WealthPrep account name here. Finally, click Save.

 

If you start a free trial, you'll be taken to the WealthPrep website to sign up (note: if you sign up through the link provided in your dashboard, you'll have access to a special discount available only to Advisor Websites clients). Once you have your account name URL, go back to your dashboard and enter it using the same step as for Integrate your account above.

 

STEP 5: Two WealthPrep widgets are added to your site once your account is linked: a Rating Widget (which appears in the right sidebar of your homepage by default) and a Basic Widget (which appears in the footer of all pages by default). Use the toggle buttons to turn these blocks on or off. (Note: If you'd like the positioning of a blocks changed, please submit a support ticket here and our team will help you with that). By default, these blocks are toggled off, so you'll have to enable them if you want them to appear on the site.

Once you've chosen what you'd like to do with the blocks, click Save at the top right.

 

If you have any more questions, feel free to submit a support request here.

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