Knowledge Base

Learn about features, integrations, customizations and more.

How do I link an existing client after the Albridge integration is enabled?

Team Wealthbox
Team Wealthbox
  • Updated

You can refresh the import which will download new clients by clicking on “Albridge” on the “import" page.

Please note that Albridge accounts feed through by matching SSNs on their end with SSNs in Wealthbox.