All Collections
Support
As an XY Planning Network member, how can I create my Wealthbox account?
How do I get support from Wealthbox?
How do I reset my password if I have forgotten it?
How do I make another user an admin?
Does rich text editor have autosave functionality?
What is rich text editing notes of notes and comments in Wealthbox?
What is the recipient limit in Outlook?
Can Address Types, Phone Types, Email Types and Website Types be customized?
What system requirements are needed to run Wealthbox?
What should I expect during my data migration planning meeting?