- Open the Prospects home page (accessed by clicking the Prospects icon on the action bar).
- From the Configuration list on the right side of the page, click "wealth and ratings data".
- From the Tasks pane on the left side of the page, click Register with WealthPoint.
(If you do not have the option to Register with WealthPoint, and see Subscription Status, you are already registered and do not need to proceed.)
- Accept the prompt to register WealthPoint.
- Now you are ready to perform a WealthPoint search.
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