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How do I enable the integration with Wove?

Will Bowman
Will Bowman
  • Updated

To enable the integration with Wove:

  1. The user can navigate to the “Applications” page by clicking on the three dots at the top right of your Wealthbox application. Click the settings button to the right of the “Wove” option.
  2. Each user must copy "your Wove Partner user ID" and provide it to your Broker-Dealer's back office. Wove-Enter-Partner-ID.png
  3. Click the “Connect Wove” button
  4. Once you’ve been advised that the connection has been established, the details will sync to the contact records based on the SSN or first and last name you have listed for the contact.