- Go to Prospects > Wealth and Ratings Data (on the left)
- Go to the WealthPoint Search History Tab
- Set the filter to include all in the top pane.
- Verify the record in question is not still processing.
- If it is highlight the line and click Cancel.
- Go back to the Wealth and Ratings page of the Constituent record and click Get WealthPoint Updates to submit to WealthPoint.
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