Below is a list of fields the import tool in Wealthbox can import. You can also create custom fields in Wealthbox not listed below before importing your records that can then be mapped during the import with the mapping tool. Notes can be imported as well.

  • Prefix
  • First Name
  • Middle Name
  • Last Name
  • Nickname
  • Gender
  • Company
  • Contact type
  • Contact source
  • Assigned to
  • Referred by
  • Job title
  • SSN/Tax ID
  • Website
  • Background Information
  • External unique ID
  • Household name
  • Household title
  • Tags
  • Date of birth
  • Client since date
  • Anniversary
  • Work street
  • Work street 2
  • Work city
  • Work state
  • Work postal code
  • Work country
  • Home street
  • Home street 2
  • Home city
  • Home state
  • Home postal code
  • Home country
  • Other street
  • Other street 2
  • Other city
  • Other state
  • Other postal code
  • Other country
  • Work phone
  • Home phone
  • Fax
  • Mobil
  • Other phone
  • Work email
  • Home email
  • Other email
  • Investment objective
  • Time horizon
  • Risk tolerance
  • Experience mutual funds
  • Experience stocks bonds
  • Experience partnerships
  • Experience other
  • Occupation
  • Occupation start date
  • Retirement date
  • Gross annual income
  • Non liquid assets
  • Assets
  • Liabilities
  • Attorney
  • CPA
  • Doctor
  • Insurance
  • Business manager
  • Family officer
  • Assistant
  • Other (professional contact)
  • Adjusted gross income
  • Estimated taxes
  • Confirmed by tax
  • Tax year
  • Tax bracket
  • Drivers license#
  • Drivers license state
  • Drivers license issued
  • Drivers license expires
  • Birthplace
  • Maiden name
  • Passport number
  • Green card number
  • Signed fee agreement
  • Signed ips agreement
  • Last adv offering
  • Last privacy offering
  • Important Information
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