How to enable the integration

From the three-dot menu in the top right corner of Wealthbox click on "Applications', then click the "Settings" button for the AdvicePay application, or click this link: Enable AdvicePay integration.

On the AdvicePay applications page click the "Connect AdvicePay" button and authorize Wealthbox for your firm.

Once the integration is enabled, you can "Send to" AdvicePay from a Contact Record page in Wealthbox to create a client in AdvicePay.

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