Importing a Globus Itinerary

To import an itinerary from the Globus Family of Brands simply follow the below steps:

1.  Select Import and pick Globus from the drop down list. 

2. Provide the needed detail as seen below: (the User ID and Agency Password must match exactly the credentials that you use to access your advisor profile on the Globus advisor site)


3. Select Import Itinerary (this can take a few moments)



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk