Steps for connecting your Albridge data feed to IncomeConductor. Once connected, you can import client accounts and link them to client income plans.
Obtain a Request ID and Rep ID
- Log in to www.SEIAdvisorCenter.com to download and complete the Data Services Set Up / Change Form by selecting:
Business > Manage Forms > Advisor Admin Forms > Data Feed/Download Forms.
A copy of it is also available below. Select IncomeConductor as the Data Feed Sent Direct. - In the SEI Advisor Center, submit the form by selecting Actions > Manage Forms.
- Within a few days, you will receive an email from SEI with a Request ID and a Sample Rep ID. Retain these numbers as you will need them in the next step.
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Authorize SEI in Linked Investments
From the header navigation in IncomeConductor, click on the Linked Investments link.
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Click the Create New Connection button under Your Connections.
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Click on SEI in the list of integrations.
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Enter your supplied Request ID and Sample Rep ID into the corresponding fields and click Save.
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You should now see your new SEI connection in the list of Your Connections.
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Deleting your SEI connection
If you no longer need or have connectivity to a particular SEI connection, you can delete it from IncomeConductor. To do so:
- Click on the name of the SEI connection under Your Connections that you wish to remove.
- In the window that opens, click on Delete Connection to reveal a text box.
- Enter “deleteme” into the text box to confirm your intent to delete the connection.
- Click on the red trashcan icon to complete the deletion.
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