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What will I be able to do after the Albridge integration is enabled?
What will I be able to do after the Albridge integration is enabled?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

After enabling you will be able to import your Albridge clients into Wealthbox on the import page. You will also be able to view clients' accounts and holdings on contact and household records. Keep in mind, if you have contact files from another source which includes a lot of details, you will want to import that data first. The import process will skip duplicates so you want to ensure the details exist in the first import.

Note: If your contacts exist in Wealthbox already, there is no need to import the Albridge contacts. The SSN field is what allows the link between Wealthbox and Albridge. Assuming the SSN is populated in Wealthbox, the link will be automatic.

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