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Wealthbox 101: Getting Started as an Account Owner

Wealthbox Support

Updated September 08, 2025 18:08

Topics Covered in this Video

Migrating Data to Wealthbox

4 Chapters ~2 min

Understanding the Data Migration Process0:33
Steps to Complete Before Migration1:18
Data Submission Process1:39
Data Migration Timeline and Tips2:05

Configuring Admin Settings

4 Chapters ~2 min

Creating Groups2:46
Creating Teams3:38
Creating Contact Roles4:06
Enabling Security Features5:05

Inviting Users

3 Chapters ~3 min

Inviting New or Existing Users5:33
Adding Users to Groups, Roles, and Teams7:38
Editing Permissions or Removing a User8:09

View next video: Wealthbox 101: Getting Started as an Admin