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How do I enable the RetireUp Integration?
How do I enable the RetireUp Integration?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

To enable the RetireUp integration, please follow the below steps:

If you hover over your name in the upper right of the screen, you will see a dropdown like the one below:

By selecting the “Integrations” option, you will be redirected to the screen below - once there, click “connect” next to Wealthbox:

Once you click connect, you will see a redirection screen below:

You will then be directed to this screen, which will require you to put in your Wealthbox credentials. Once complete, the connection is finished.

You will see a success message associated with the Wealthbox connection - you are all set!

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