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Integrate with Wealthbox

The user guide on how to connect Wealthbox and YourStake for easy access to client data.

  1. From the home page, select the "Setup" tab located to the left of the site. Then click on the "Manage Integrations" option.  

    Screenshot 2026-01-31 at 08.51.10
  2. Select the "Connect" button next to Wealthbox.

    Screenshot 2026-01-31 at 08.59.14
  3. The user will be redirected to a Wealthbox authentication page.

  4. After logging in, the user should be redirected back to the YourStake Integrations page. Verify that the Wealthbox integration now shows as "Connected".