Edit the WealthPoint URL

If you need to change the network location where you connect to WealthPoint, you can do so from the Wealth and Ratings Data page.

From Prospects, under Configuration, click Wealth and ratings data. From the Wealth and Ratings Data page, under Tasks, click Edit WealthPoint URL. On the Edit WealthPoint URL screen, enter the location of the www file used to connect to WealthPoint and click Save. You return to the Wealth and Ratings Data page.