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

Team Wealthbox
Team Wealthbox
  • Updated

As an XY Planning Network member, you will receive a special member code to use with Wealthbox which allows you to create your XYPN associated account. Using this link, you will be prompted to enter that code.

Note: If you have already created a Wealthbox account, but need to associate your account to the XY Planning Network, please click the three vertical dots in the upper right corner of Wealthbox and select "Email Support" to let us know what your code is and our team will connect your account for you.