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How do I activate the SmartAsset integration?

Wealthbox Support
Wealthbox Support
  • Updated

1) In Wealthbox, go to the three dots in the upper right corner of Wealthbox > Settings > API Access > "Create Access Token" as follows:
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2) Send token information to your SmartAsset account manager; they will then add it to your SmartAsset account so lead information auto-populates in Wealthbox.

 

Troubleshooting & FAQs

Q: How do I connect SmartAsset to Wealthbox?
A: In Wealthbox, go to Settings > API Access and click Create Access Token. Then send the token to your SmartAsset account manager, who will complete the integration setup.

Q: What happens once the SmartAsset integration is set up?
A: Lead information from SmartAsset will automatically populate into your Wealthbox account, streamlining your lead management workflow.