Connecting Your Carrier Portal

1. Open the policy — click on the policy you want to connect from the Policies list
2. Go to the Settings tab — click Settings at the top of the policy detail page
3. Click Connect Carrier Portal — if your carrier is supported, the Connect button will be visible. If it is grayed out or absent, your carrier is not yet connected.
4. Sign in to your carrier account — you will be redirected to your carrier's portal login. Use the same credentials you use to log in at the carrier's website directly.
5. Authorize read-only access — Policy Stack requests read-only access only. It cannot make changes to your policy, request loans, or perform any transactions.
6. Return to Policy Stack — after authorization, you are redirected back. Policy Stack immediately pulls your most recent values and creates a snapshot.

What Gets Synced

Each sync pulls the following from your carrier portal:

These values become a new snapshot in Policy Stack automatically, labeled with the sync date.

Privacy and Security

Portal connections are read-only. Policy Stack cannot take loans, change policy settings, update beneficiaries, or perform any transactions on your behalf. Your carrier credentials are used only to authenticate with your carrier's portal and are not stored by Policy Stack — the connection uses a secure token provided by the carrier's authorization system.

Managing the Connection

From the policy Settings tab, you can:

• View connection status — see when the last sync occurred and whether the connection is active
• Sync now — manually trigger a fresh pull at any time
• Disconnect — remove the portal connection. Your existing snapshots remain intact — disconnecting does not delete historical data.

When Your Carrier Is Not Supported

If the Settings tab does not show a carrier portal connection option, your carrier is not yet in the supported list. Recording snapshots manually is the alternative — and it works identically in the dashboard and analytics.

You can check quarterly by logging into your carrier's online portal and recording a manual snapshot from the values shown. See Understanding Policy Snapshots for the full walkthrough.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.