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How do I enable the integration with Mobile Assistant?

Wealthbox Support
Wealthbox Support
  • Updated

To enable the integration between Wealthbox and Mobile Assistant, you will first need to create an Access Token in Wealthbox. To do this, you can

  • Click the three vertical dots in the upper right corner of Wealthbox

  • Select the Settings option

  • Navigate to the API Access page found below the Personal section of the light gray menu to the left of the page.

  • Click the green "Create Access Token" button in the upper right corner.

  • Name the Label Mobile Assistant and click Save which will then generate a token.

  • Copy the token and send to Mobile Assistant's support team to enable the integration for you on their end.

  • Mobile Assistant's Support can be reached by calling 888-373-1916, option 2. Or by email at support@mobileassistant.us.

Troubleshooting & FAQs

Q: What is the Access Token used for in the Mobile Assistant integration?
A: The token securely connects your Wealthbox account to Mobile Assistant using Wealthbox's API, allowing meeting notes and dictations to be synced into your CRM.

Q: How do I enable the Mobile Assistant integration with Wealthbox?
A: Create an Access Token in Wealthbox via Settings > API Access. Label it “Mobile Assistant,” save it, then copy and send the token to Mobile Assistant’s support team at support@mobileassistant.us or call 888-373-1916 (option 2).