To enable the Blueleaf integration:

  1. In BlueLeaf, you will need to generate an API token - See instructions here
  2. Copy this token
  3. In Wealthbox, you can navigate to the BlueLeaf settings page and paste the API token into the first field and then click the green Save button.

Note: You will need the client’s email address listed on the profile in Wealthbox and the client will need a Blueleaf account with that same email address for the details to be linked to Wealthbox.

See also:
 How do I get my Blueleaf API key?

Did this answer your question?