Signal Advisors is a tech-enabled Insurance Marketing Organization (IMO) that provides advisors with a comprehensive software platform designed to support every part of their practice. With the integration between Signal Advisors and Wealthbox, advisors can seamlessly pull contact data from Wealthbox directly into the Signal platform. 

How to enable the Signal Advisors integration with Wealthbox

Setting up the integration takes less than a minute to complete. Just follow these simple steps:

Navigate to Integrations

Once your admin enables Wealthbox for your firm, click the settings dropdown in the top right corner of your Signal dashboard.

Connect Wealthbox. 

Find Wealthbox in the list and click "Connect" to authorize your account. 

Individual User Setup

Once connected, you’ll see a confirmation in the Integrations page. To ensure data security and personalized workflows, each user at your firm must connect their individual Wealthbox account to their Signal profile.

Ready to Go

Once authorized, you can immediately begin syncing your Wealthbox users to Events, new Plans, and Applications.