Jump Integration Guide

What You Can Do:

• Connect to Holistiplan during sign-up or anytime at
  User Settings → Integrations (OAuth required)

• View Holistiplan details in Pre-Meeting Prep for Households that match existing CRM Contacts in Jump

Enable the Integration in Holistiplan (Firm Admin Required)

Important: A Holistiplan firm admin must enable the Jump integration before individual users can connect.

1. Log into Holistiplan

2. Go to Settings → Integrations

   

3. Locate the Jump tile

4. Switch the integration to Enabled
   
   

   

Once enabled, individual advisors can connect their own accounts.

Connect Your Jump Account to Holistiplan

If You Are New to Jump

1. Create a Jump account: https://my.jumpapp.com/signup

2. During onboarding, under Tax Integration, select Holistiplan

3. Complete the OAuth sign-in

If You Already Have a Jump Account

1. Log in at https://my.jumpapp.com/

2. Go to User Settings → Integrations → + Add an Integration
   
   

3. Select the Tax Integration tab

4. Click the Holistiplan tile

5. Complete the OAuth sign-in

   
   
   

Using the Integration

For Scheduled Meetings

1. Navigate to the Upcoming tab

2. Select a meeting

3. Open the Pre-Meeting Prep tab

For On-Demand Prep (No Scheduled Meeting)

1. Go to All Contacts

2. Select a Contact

3. Open the Pre-Meeting Prep tab

What You’ll See in Prep Notes

The AI-generated prep will include relevant Holistiplan data alongside CRM and Jump context, such as:

• Current balances

• Allocations

• Contributions

• Recent activity

Household Matching Behavior

For Holistiplan data to appear in Pre-Meeting Prep:

• The Holistiplan Household must match a Jump Contact in your connected CRM.

If there’s no match:

• Jump will not auto-import or auto-link the Household.

• You can manually associate the Household during Pre-Meeting Prep.