Skip to main content
Wealthbox CRM Logo
Toggle navigation menu
Back to Wealthbox
Submit a request
Sign in
Knowledge Base
Learn about features, integrations, customizations and more.
Security
What should I do if I can’t receive my two-factor authentication (2FA) code or am locked out?
Why isn’t my password reset email arriving, and what should I do?
How to Enable App-Based Two-Factor Authentication
How can I resolve login issues with my Wealthbox CRM account?
What security measures does Wealthbox employ?
How do I enable Two-Factor Authentication?
Where are your servers located that host the CRM data?
How do I activate more advanced security features?