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How do I activate the SmartAsset integration?

Team Wealthbox
Team Wealthbox
  • 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.