The Wealthbox integration allows you to see summarized details from Addepar for a client's portfolio, including asset class, value, and % of a portfolio. Access linked Addepar clients from Wealthbox contact pages, and manage linked Addepar clients within Wealthbox.
Last updated: 01-25-2023
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Required Access Level
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Navigate to Wealthbox Applications
Click the three-dot menu in the top right corner of Wealthbox > Applications.
Click Settings for the Addepar application and 'Connect Addepar.'
Enter your credentials and authorize the connection.
Wealthbox will begin transferring accounts from Addepar to view from contact record pages in Wealthbox. Accounts from Addepar should begin displaying on Wealthbox contact record pages within 24-48 hours.