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

  • First Name
  • Last Name
  • Birthday
  • Marital Status
  • Gender
  • Street Address
  • Email(s)
  • Phone Number(s)
  • Spouse First/Last
  • Spouse Birthday
  • Spouse Gender
  • Spouse Email(s)
  • Spouse Phone Number(s)

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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