You can create an API access token by navigating to "Settings” from the three-dot menu in Wealthbox and clicking “API Access.”
You can then click the green “Create Access Token” button, enter a label for the token and click “Save.”
Troubleshooting & FAQs
Q: What should I do if I can't access the API Access page or create an API token in Wealthbox?
A: Verify that API access has been enabled for your account. Ensure it is visible and displays options for token generation.
Q: Can I use this feature while on a Wealthbox trial?
A: API access is not available for Wealthbox trial accounts, and users must submit a request to Wealthbox Support to be granted access to this feature.