To integrate your Riskalyze account, you can:
- Navigate to your "Applications” page by clicking the three dots in the top right corner of Wealthbox.
- Within the Applications section, click on "Settings" next to Riskalyze.
- Click the green “Connect Riskalyze” button.
- Add your Riskalyze login credentials.
Note: The connection between Riskalyze and Wealthbox is linked by the contact’s e-mail address. If the data does not appear, check that the e-mail for the contact matches in Wealthbox and Riskalyze.