- Log in to MyRIACompliance and go to the Compliance Calendar page: https://www.myriacompliance.com/customer_compliance_calendar
- Click on the icon at the top right of the Calendar:
3. Select “Set Up Integration Partners":
4. Click on the Wealthbox icon
5. Enter your username and password for Wealthbox
6. Once you’ve signed into Wealthbox, you will notice the Wealthbox icon at the top right of your calendar in MyRIACompliance.
7. You can then click on the Wealthbox icon and select “Synchronize”:
8. Once the sync is complete, the MyRIACompliance calendar activities will be visible on your calendar within Wealthbox: