To verify your phone number:

  1. Go to “Applications” by clicking the three vertical dots in the upper right corner of Wealthbox.
  2. Click “Settings” to the right of “Click-to-Call”.
  3. Fill in your phone number and extension if applicable under “Click-to-Call Integrations” and click “Verify.”

You will receive an automated call which will provide a code that you will then need to enter to complete the verification process in Wealthbox. When the verification completes, you will see your number with a green checkmark and “Verified”.

Note: The Wealthbox Click-to-Call feature currently only supports one number being used at a time.

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