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Creative Planning · Creative Planning Integration

Connecting Creative Planning Integration

This page is shown when someone starts a connection to the Application from Intuit. Connections are set up by Creative Planning Technology for each client, not from this page.

How A Connection Is Made

  1. Creative Planning starts the authorization from its tooling.
  2. Intuit asks you to sign in and pick the company to connect.
  3. Intuit returns you to our callback page, which shows the one-time authorization code.
  4. The code is exchanged for tokens. Nothing is stored on this website.

If you reached this page unexpectedly, no connection was made. Close the tab or return to QuickBooks.

866-CREATIVE  |  CreativePlanning.com

Creative Planning Integration is an application built by Creative Planning Technology for companies Creative Planning works with. It is not listed on the Intuit App Store.