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
Date of Death
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
Mobile phone
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
Signed Fee Agreement Date
Signed IPS Agreement Date
Last ADV Offering Date
Last Privacy Offering Date
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
Height
Weight
Smoker
Medical Conditions
Drivers license#
Drivers license state
Drivers license issued
Drivers license expires
Birthplace
Maiden name
Passport number
Green card number
Personal Interests
Important Information