Once your Xplan site has been whitelisted by Iress and your Organisation has been created within Advice Designer, you will receive an invitation to Authenticate your Xplan connection.
How to complete the authentication
Click on View Invitation
The link will redirect you to Advice Designer and prompt you to log in
Once logged in, click the Connect button
You will be redirected to your Xplan site and prompted to log in
Once logged in, click Allow
Click Back to Homepage
The last redirect will be to the Advice Designer