To verify your phone number:
- Go to “Applications” by clicking the three vertical dots in the upper right corner of Wealthbox.
- Click “Settings” to the right of “Click-to-Call”.
- Fill in your phone number and extension if applicable under “Click-to-Call Integrations” and click “Verify.”
You will receive an automated phone call from us; simply follow the prompts within Wealthbox to complete the verification process. When the verification has been completed, you will see your number with a green checkmark and “Verified”.
Note: The Wealthbox Click-to-Call feature currently only supports one number being used at a time.