Wealthbox

<b>To create a backup of your Advisor's Assistant:</b>

From the computer or server that has the Advisors Assistant SQL Database installed, navigate to &gt;Start &gt; All Programs &gt; Advisors Assistant &gt; Database Maintenance &gt; Backup &gt; Restore 

This will open the Server Utilities. From there, you can click the Backup Button and select a location on your local computer for your backup file.

1. From the computer or server that has the Advisors Assistant SQL Database installed, navigate to &gt;Start &gt; All Programs &gt; Advisors Assistant &gt; Database Maintenance &gt; Backup &gt; Restore 
2. This will open the Server Utilities. From there, you can click the Backup Button and select a location on your local computer for your backup file.

Advisors Assistant creates a 256-bit AES encrypted, compressed (zip file) backup which you can then send to our success team for migration.

<a href="https://help.wealthbox.com/importing-exporting/tips-for-preparing-your-data-before-importing-into-wealthbox/">Tips for preparing your data before importing into Wealthbox</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-contacts-2/">How do I import my contacts?</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-notes/">How do I import notes? </a>

How do I export my data from Advisor’s Assistant?

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