Overview

This article explains how to connect Quik! and Wealthbox, so advisors can use Wealthbox contact data to pre-fill forms in Quik!'s library of 34,000+ financial forms. No walkthrough video is currently available for this integration.

What is Quik!?

Quik! is a form-filling platform with a library of more than 34,000 financial forms used to open accounts and complete forms-based paperwork. It has an integration with Wealthbox that lets advisors use Wealthbox contact data to pre-fill those forms.

How does it work?

Once connected, advisors can search for and select a Wealthbox contact directly within Quik!, and that contact's information is inserted into the selected form. This pre-fills the form with the client's Wealthbox data with the click of a button, saving time, improving accuracy, and reducing errors compared to entering the information manually.

Step-by-step setup instructions

1. Confirm you have an active Quik! account and an active Wealthbox account.
2. From Quik!, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Open the form you want to complete in Quik!.
5. Search for and select the Wealthbox contact whose information you want to use.
6. Confirm the contact's information has been inserted into the form correctly.
7. Complete any remaining fields in Quik! and finish the form as usual.

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

Troubleshooting steps

• Issue: I can't find a Wealthbox contact when searching in Quik!. Solution: Confirm the Wealthbox connection is still authorized in Quik!'s account settings, and confirm the contact exists in your connected Wealthbox account.
• Issue: Some fields on the form weren't pre-filled or are incorrect. Solution: Check that the corresponding fields are filled in correctly on the client's contact record in Wealthbox, then re-select the contact in Quik!.
• Issue: The Wealthbox connection stopped working in Quik!. Solution: Reconnect your Wealthbox account under Quik!'s integration settings and re-authorize the connection.

FAQ

• Do I need to manually re-enter client information into each form? No. Once connected, you can search for and select a Wealthbox contact in Quik! to automatically insert their information into a form.
• How many forms can I use with this integration? Quik!'s library includes more than 34,000 financial forms that can be pre-filled with Wealthbox contact data.
• Is setting up the connection difficult? No. Setting up the connection is described as simple, and using Wealthbox data with Quik! forms takes just the click of a button once a contact is selected.