Wealthbox

The account owner or an admin can navigate to the “Applications” page by clicking on the three dots at the top right of your Wealthbox application. Click the settings button to the right of the “Albridge” option.

Step 1, Click “Enable”. This step needs to be completed by only one user(owner or admin).

Step 2: Each user must copy "your Albridge Partner user ID" and provide it to your Broker-Dealer's back office.

Once you’ve been advised that the connection has been established, the details will sync to the contacts records based on the SSN you have listed for the contact or you can import your Albridge client data by clicking the “Import my Albridge Clients” button (see note below).

1. The account owner or an admin can navigate to the “Applications” page by clicking on the three dots at the top right of your Wealthbox application. Click the settings button to the right of the “Albridge” option.
2. Step 1, Click “Enable”. This step needs to be completed by only one user(owner or admin).
3. Step 2: Each user must copy "your Albridge Partner user ID" and provide it to your Broker-Dealer's back office.
4. Once you’ve been advised that the connection has been established, the details will sync to the contacts records based on the SSN you have listed for the contact or you can import your Albridge client data by clicking the “Import my Albridge Clients” button (see note below).

If you have data migrating from another CRM, you will want to import this data before using the "Import my Albridge Clients" option.

The Albridge import does not include many contact details. The financial account details will appear on the Albridge tab and the name of the client will be imported. 

We recommend you import a file with full details for your contacts, including their SSN for the ability to link data from Albridge to ensure all details are included in Wealthbox. 

If you import from Albridge first and decide to import more details for those clients later, they will be seen as duplicates and will skip if the name, email address and/or SSN matches. If the name is slightly different and/or the email or SSN does not match, the record will be duplicated.