Turnqey is an API platform that delivers comprehensive analytics and insights on cryptoassets. With the Turnqey integration, advisors can seamlessly collect information on client crypto involvement and view key data directly within Wealthbox. This integration equips advisors with greater visibility into an increasingly important asset class—without ever leaving Wealthbox.

How to enable the Turnqey integration

1. Go to the Turnqey Portal and click ‘Connect’ to authorize the integration.
2. Once authorized, navigate to Contacts section in Wealthbox and select the appropriate recipient of the Turnqey email.
3. Click the Send To menu and select Turnqey in the drop-down menu to initiate an email to the contact about their crypto holdings.
   
4. Choose between “I’d like to ask my client if they hold any crypto - but no further details,” and “If my client holds crypto, I would like read-only access to my client’s cryptoasset accounts.”
   
5. Click “Send Email.”
6. After your client responds to your request for information, you will be able to access the results in the Custom Fields section in Wealthbox. It will be listed under “Crypto Information.”