Video walkthrough
What you'll need
Before starting the setup, make sure you have:
Wealthbox access
You'll need proper permissions to authorize the connection
CurrentClient access
Make sure you're logged into CurrentClient
Setup steps
Step 1. Go to integrations in CurrentClient
Navigate to Settings → Integrations in your CurrentClient account
Step 2. Find Wealthbox
Look for Wealthbox in the list of available integrations and click Connect
Step 3. Authorize the connection
You'll be redirected to Wealthbox to log in and authorize CurrentClient access
Step 4. Configure initial settings
Choose your sync preferences and data mapping options
Step 5. Test the connection
We'll run a quick test to make sure everything is working properly
Note: First sync timing: After connecting, your initial data sync can take 15-30 minutes depending on how many contacts you have in Wealthbox.
What happens next?
Once setup is complete:
Your Wealthbox contacts will start appearing in CurrentClient
Communications will begin logging to client records
Having trouble with setup? Reach out to support and we will help you get sorted!