Support

As an XY Planning Network member, how can I create my Wealthbox account?

Written by Dan Ferranti
Updated over a week ago

How do I get support from Wealthbox?

Written by Dan Ferranti
Updated over a week ago

How do I reset my password if I have forgotten it?

Written by Dan Ferranti
Updated over a week ago

How do I remove a user?

Written by Dan Ferranti
Updated over a week ago

How do I make another user an admin?

Written by Dan Ferranti
Updated over a week ago

Does rich text editor have autosave functionality?

Written by Dan Ferranti
Updated over a week ago

What is rich text editing notes of notes and comments in Wealthbox?

Written by Dan Ferranti
Updated over a week ago

What are some of the advantages of using the Wealthbox Desktop app?

Written by Dan Ferranti
Updated over a week ago

What is the recipient limit in Outlook?

Written by Dan Ferranti
Updated over a week ago

What is the “View: in Wealthbox” functionality within TD Ameritrade Veo One?

Written by Dan Ferranti
Updated over a week ago

Does the two-way Google calendar sync persist in TD Ameritrade Veo One?

Written by Dan Ferranti
Updated over a week ago

What are some keyboard shortcuts for the Wealthbox Desktop app?

Written by Dan Ferranti
Updated over a week ago

How do I enable the Wealthbox TD Ameritrade Veo One integration?

Written by Dan Ferranti
Updated over a week ago

Can Address Types, Phone Types, Email Types and Website Types be customized?

Written by Dan Ferranti
Updated over a week ago