This article explains how OnBord connects with Wealthbox, so client onboarding information collected through OnBord automatically syncs to Wealthbox contact records and generates onboarding tasks. No walkthrough video is currently available for this integration.

What is OnBord?

OnBord is a client onboarding platform for wealth management firms that simplifies collecting, processing, and using client data. It has an integration with Wealthbox that syncs collected client information directly into Wealthbox contact records.How does it work?

An advisor can click a button in OnBord to send a client a welcome email and text message prompting them to complete an onboarding questionnaire. As the advisor and client complete their questionnaires, that information is automatically synced to the corresponding contact record in Wealthbox, and OnBord also generates related tasks in Wealthbox for account-opening needs — eliminating manual data entry.

Step-by-step setup instructions

1. Confirm you have an active OnBord account and an active Wealthbox account.

2. From the OnBord dashboard, locate the option to connect your Wealthbox account.

   

3. Log in with your Wealthbox credentials when prompted, and authorize the connection.

4. Select or create the client contact in Wealthbox you want to onboard through OnBord.

   

5. Select the button in OnBord to send the client a welcome email and text message with the onboarding questionnaire.
6. Once the advisor and client questionnaires are complete, confirm the collected information has synced to the client's contact record in Wealthbox.
7. Check Wealthbox for the onboarding-related tasks that OnBord generates for account opening.

(Exact menu labels inside OnBord may differ slightly by account type — refer to OnBord's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Client questionnaire data isn't syncing to the Wealthbox contact record. Solution: Confirm the Wealthbox connection is authorized in OnBord's account settings, and reconnect if needed.
• Issue: The client didn't receive the welcome email or text message. Solution: Confirm the client's email address and phone number are entered correctly on their contact record before sending the questionnaire.
• Issue: Onboarding tasks aren't appearing in Wealthbox. Solution: Confirm the questionnaire has been marked complete in OnBord, and confirm the Wealthbox connection is still active.

FAQ

• Do I need to manually enter client information into Wealthbox after onboarding? No. Once connected, information collected through the OnBord questionnaires automatically syncs to the client's Wealthbox contact record.
• Does OnBord create tasks automatically, or do I need to add them myself? They're created automatically. OnBord generates onboarding-related tasks in Wealthbox for account-opening needs.
• How does the client start their part of the questionnaire? The advisor selects a button in OnBord that immediately sends the client a welcome email and text message with a prompt to complete it.