Knowledge Base

• How do I enable 2-Way sync with Outlook Calendar?
• How do I find my exchange server information for Outlook calendar sync?
• How do I manage calendar visibility, synchronization settings, and troubleshoot visibility issues in Wealthbox?
• How can I resolve calendar synchronization issues between Wealthbox and Outlook?
• How do I sync and troubleshoot Outlook calendar integration with Wealthbox?
• How do LPL users connect their calendar to Wealthbox?

See all 14 articles

• How do I manage and use multiple email addresses in Wealthbox, and what email address is used when sending emails?
• How can I manage email configurations, including syncing, connecting/disconnecting accounts, and troubleshooting existing connections?
• How can I preserve, transfer, or access email history in Wealthbox, especially when an employee leaves?
• How can I troubleshoot email syncing issues in Wealthbox?
• How do I set up the Wealthbox CRM for Chrome extension?
• How do I re-enable the Wealthbox CRM for Chrome extension?

See all 19 articles

• The Kapitalwise Integration
• The RBC Custody and Clearing Integration
• The WealthVision Integration
• The WealthSnap Integration
• The FSS Edge Integration
• The Qwil Messenger Integration

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• Can I make calls directly from Wealthbox?
• How do I enable the Click-to-Call feature and how does it work?