Yes, if you enable “Social Profiles” in “Applications,” Wealthbox will display all of the profiles the contact has associated with the email address on their contact record page. This feature will also allow you to update the headshot with an headshot image included in the social profiles. Keep in mind, if the contact has a Facebook account, for example, but has the account set as “private” or “inactive”, a link will not appear on their page.

  1. Click on the three dots in the upper right corner of Wealthbox and choose “Applications”
  2. Click “Settings” next to “Social Profiles”
  3. Choose “Enable”, then “Save”:
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