The fields supported in the integration between eMoney and Wealthbox are:

  • First Name

  • Last Name

  • Gender

  • Date of Birth

  • Marital Status

  • Home Address

  • Email Address(es)

  • Spouse Email Address(es)

Please note that in order for the Spouse fields to pull over, the original contact and their spouse must be part of the same household and set as "Head" and "Spouse" respectively.

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