Once you have the integration enabled, you will be able to send contacts into Veo / Veo One to start the Account Opening process.  First, you will want to navigate to a contact record page and then select Send to > Send to Veo / Veo One under the Contact Details section:

You will then be able to review information before sending, and optionally choose a secondary contact from the Household:

Information from Wealthbox pre-fills the Forms Wizard:

Once submitted, you will be able review the status of pending and completed forms on the Contact record page within Wealthbox:

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