Wealthbox will send the following fields to LaserApp.

  • Prefix
  • First Name
  • Middle Name
  • Last Name
  • Date of birth
  • Gender
  • Marital status
  • SSN/Tax ID
  • Tax bracket
  • Retirement date
  • Attorney
  • Attorney work phone
  • Primary email
  • Home phone
  • Mobile phone
  • Mailing street
  • Mailing city
  • Mailing state
  • Mailing postal code
  • Mailing country
  • Work phone
  • Work street
  • Work street 2
  • Work city
  • Work state
  • Work postal code
  • Drivers license #
  • Drivers license expires
  • Drivers license issued
  • Drivers license state
  • Green card number
  • Passport number
  • Spouse SSN/Tax ID
  • Spouse prefix
  • Spouse First Name
  • Spouse Middle Name
  • Spouse Last Name
  • Spouse date of birth
  • Spouse gender
  • Spouse tax bracket
  • Spouse occupation
  • Spouse primary email
  • Spouse mobile phone
  • Spouse drivers license #
  • Spouse drivers license expires
  • Spouse drivers license issued
  • Spouse drivers license state
  • Spouse green card number
  • Occupation
  • Company name
  • Company primary phone
  • Company primary email
  • Company mailing address
  • Company mailing address 2
  • Company mailing city
  • Company mailing state
  • Company mailing postal code

See also:

Did this answer your question?