If you're having trouble accessing your Wealthbox CRM account, there are several steps you can take to resolve common login issues. This article will guide you through various troubleshooting methods to regain access.

Password and Credential Issues: Overview

The first step when encountering login issues is to verify your login credentials:

• Ensure you’re using the correct email: Only the email address registered with your Wealthbox CRM account can be used to log in and for password resets. Double-check spelling or any updates to your login email.

• Forgotten Passwords: If you don’t remember your password, request a password reset email using the "Forgot Password" option on the login page. The reset link will be sent to your registered email. 

  If you don’t receive an email within a few minutes: 

  - Recheck the email address you provided during the reset request. 

  - Look for the email in your spam/junk folder. 

  - Try requesting the reset link again.

Troubleshooting Login Problems

If you continue to encounter trouble despite using the correct email and password:

• Errors may arise if attempting to log in to a platform other than Wealthbox CRM. Verify that you are on the Wealthbox CRM login page to ensure compatibility.
• If your account was originally set up under a different organization or platform, ensure you are using the active and registered email associated with Wealthbox CRM. Previous or inactive email addresses will not work.
• No account associated with your email: This likely means you’re using an incorrect email or are attempting to log into the wrong platform. Verify email correctness and platform suitability before trying again.

If the steps above don’t resolve your issue, please contact support@wealthbox.com directly.