Wealthbox Integration

Pulling basic contact information from Wealthbox and create clients in SmartRIA

The Wealthbox integration is a one way integration. It pulls in basic contact info from Wealthbox and creates Clients in Smart-RIA. You will need to select which contacts to bring in, using Wealthbox "Client Types" setting. You will have the opportunity to select which contact 'statuses' to bring in when you enter your authorization details on the integrations page.

New clients will be brought in from Wealthbox and created in Smart RIA on the first import. Then any updates in Wealthbox to the basic info will be updated in Smart RIA. Any updates in Smart RIA will not flow to Wealthbox.

The Wealthbox import runs once per night.

Please note that whichever user enters their credentials is the user who will get contacts. In some cases firms have had one Wealthbox account for multiple advisors and that advisor ended up with all the clients for the firm when they set up the Wealthbox import.

Role: CCO

Using your cursor hover over your user initials in the upper right section of the screen.  Select Settings from the drop-down list.
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Click the Integrations button.

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Enter the username and password and hit the Submit button.

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Select the Wealthbox client types for import and then click the Save Wealthbox Settings button.

Please only select clients from the pop-up.

Your clients will be imported within 24 hours.

The following information is imported:

Client Type

First Name

Last Name

Address

 City

State

Zip

Date of Birth

Email

Phone Number

Client Notes