Understanding the Migration Process to Wealthbox

Migrating your data to Wealthbox is an important step, and this article provides an overview of what to expect during the process. It includes details on typical timelines, notifications, and tips for troubleshooting common issues.

Migration Timeline and Scheduling

Typical Completion Times:

• Migrations to Wealthbox, such as from Redtail, are designed to complete quickly. Typically: - When all required steps are completed in advance, migrations occur on the date they are scheduled and often conclude the same day. - However, depending on the volume and complexity of data being migrated, the process may take up to 1–3 days to ensure accuracy and completeness.

Notifications:

• There is no specific, fixed time during the day when migrations are finalized. Morning is a common period for handling assignments, though it may vary.
• Once your migration is complete, an email notification will be sent to confirm.

Troubleshooting Post-Migration Issues

After a migration is completed, you might occasionally encounter discrepancies or face challenges accessing fully updated data. Here are some solutions:

• Missing Account Details per Contact: - Ensure that manual investment accounts (if used) have been created for all relevant contacts. - Verify that all required data and fields were mapped successfully during the migration process. - If issues persist despite these checks, contact support for advanced troubleshooting.

Key Takeaways for Smooth Migrations

• Confirm that you’ve completed all pre-migration steps to ensure a streamlined process.
• Keep an eye out for the confirmation email signaling migration completion.
• If post-migration issues arise, verify that data mapping and account setups are complete before reaching out to support for assistance.