---
title: People/Integrations | Help Center
description: How to set up Clients, create Prospects, and integrate with third parties
---

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1. [Help Center](https://help.yourstake.org/knowledge)
2. [People/Integrations](https://help.yourstake.org/knowledge/people-integrations)

# People/Integrations

 How to set up Clients, create Prospects, and integrate with third parties

## People

- [How to Delete, Edit, or Merge a Prospect or Client](https://help.yourstake.org/knowledge/how-to-delete-edit-or-merge-a-prospect-or-client)
- [How to Create a Client or Prospect](https://help.yourstake.org/knowledge/how-to-create-a-client/prospect)

## Integrations

- [How to Connect Your Altruist Account to YourStake](https://help.yourstake.org/knowledge/how-to-connect-your-altruist-account-to-yourstake)
- [How to set up Fidelity Integration](https://help.yourstake.org/knowledge/how-to-set-up-fidelity-integration)
- [Schwab + YourStake Data Sync](https://help.yourstake.org/knowledge/how-to-initiate-the-schwab-data-sync)
- [Connect YourStake to Redtail](https://help.yourstake.org/knowledge/connect-yourstake-to-redtail)
- [Connect Salesforce and YourStake](https://help.yourstake.org/knowledge/connect-salesforce-and-yourstake)
- [Integrate with Wealthbox](https://help.yourstake.org/knowledge/integrate-with-wealthbox)
- [How to set up the Orion Integration](https://help.yourstake.org/knowledge/how-to-set-up-the-orion-integration)
- [How to set up the Addepar Integration](https://help.yourstake.org/knowledge/how-to-set-up-the-addepar-integration)
- [How to set up the Raymond James Integration](https://help.yourstake.org/knowledge/how-to-set-up-the-raymond-james-integration)
- [How to Set Up Google Calendar Integration for AI Meeting Assistant](https://help.yourstake.org/knowledge/how-to-set-up-google-calendar-integration-for-ai-meeting-assistant)

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- [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence)
- [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant)
- [Values Core](https://help.yourstake.org/knowledge/values-core#main-content)

    - [Value Sets](https://help.yourstake.org/knowledge/values-core#value-sets)
    - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core#values-questionnaire)
    - [Values Reports](https://help.yourstake.org/knowledge/values-core#values-reports)
- [Portfolios](https://help.yourstake.org/knowledge/portfolios)
- [People/Integrations](https://help.yourstake.org/knowledge/people-integrations#main-content)

    - [People](https://help.yourstake.org/knowledge/people-integrations#people)
    - [Integrations](https://help.yourstake.org/knowledge/people-integrations#integrations)
- [Document Assistant](https://help.yourstake.org/knowledge/document-assistant)
- [VADIS](https://help.yourstake.org/knowledge/vadis)
- [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners#main-content)

    - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners#fund-screener)
    - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners#company-screener)
- [Compliance](https://help.yourstake.org/knowledge/compliance)

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