Pulling basic contact information from Wealthbox and create clients in SmartRIA
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.
Enter the username and password and hit the Submit button.
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:
Date of Birth