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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, scroll down to the "Settings" section and select "Manage Integrations".

  2. Select the "Connect" button next to Wealthbox.

  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".