Below are the minimum requirements needed to access and use Wealthbox:
Supported Browsers:
The most up-to-date version of:
Google Chrome
Microsoft Edge
Firefox
Safari
Opera
Mobile Devices:
Apple iOS
iPhone
iPad
Android
Email Integration:
Microsoft Exchange
Microsoft Office 365
Gmail
Any email provider that has an IMAP/SMTP connection
(POP connections are not currently supported)
Calendar Integration:
Google Calendar
Outlook Calendar hosted on:
Exchange 2013 SP1
Exchange 2016
Exchange 2019
Office 365
Exchange Online
(Personal accounts, such as those hosted on Outlook.com and Hotmail.com, are not supported.)