At the moment, for clients that you would like to link with Stratifi, you will need to do so individually via their My Plans page.
MoneyGuide compiled a PDF with the instructions and it can be downloaded here.
You can also see the StratiFi & MoneyGuidePro Webinar here.
Linking Stratifi with MoneyGuide
Sending data for clients that are already in StratiFi
Creating a new client in StratiFi with MoneyGuide
