Yes, you can update existing data in Wealthbox using our extended import tools.

Please note that these tools are not enabled by default and must be activated by the Wealthbox Support team.

Because the process depends on the type of data you need to update, you’ll need to contact Support for instructions before proceeding. The Support team will guide you through the correct steps and provide access to the appropriate tools for your needs.

To get started, please reach out to support@wealthbox.com.

Note: The account owner must approve enabling these tools and specify which users should have access to them once the Support team has provided the necessary instructions.