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What fields does Wealthbox send to LaserApp?
What fields does Wealthbox send to LaserApp?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

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:

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