To create a Wealthscape User ID for Bridge, Select Menu → Select Create a New User ID beneath User ID Maintenance.
A new window will appear with the following sections:
Profile
First Name - Bridge
Last Name - Financial
Active
Group Entitlements
Select Primary Group: WC RIA Basic
Important to add secondary group functionality
Select Secondary Groups:
Available Client Groups. Advisor should add the following:
WC Basic Export
WC Bulk Export
WC Scheduled Exports
WC Reporting Output PDF
WC Tax Lots Accounting Maintenance
Linked G Numbers
Available G Numbers
Add G Numbers in order to have account data flow to Atlas
Domain Assignment
No action needed
Select Verify
A page will populate to review the selections, Select Confirm
Confirmation with the User ID - 769 number
Record the User ID and temporary PIN and send to support@bridgeft.com.