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
Spouse company name
Spouse company mailing address
Spouse company mailing address 2
Spouse company mailing city
Spouse company mailing state
Spouse company mailing postal code
Spouse work phone
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: