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Support Center
Integrations
LifeYield Portfolio Advantage®
LifeYield Social Security Advantage®
LifeYield Income Advantage®
Integrations
Annuities
Marketing Resources
LifeYield Report Playbooks
Integrations
See how to set up integrations and connect your LifeYield account to your custodian or another piece of financial software.
LPL Client Works Upload
Orion Integration Instructions
Black Diamond Integration Instructions
Riskalyze Integration Instructions
Tamarac Integration Instructions