Knowledge Base

• What are the common questions and best practices when removing a user?
• How do I access and update my billing information?
• When can I expect to receive an “In-App Notification”?
• If I choose to receive email notifications for CRM activity updates, what can I expect?
• What Notification options are available in Wealthbox?
• What is the Account Switcher feature?

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• How do I find my users' first and last names and IDs in Redtail for my migration to Wealthbox?
• How do I export from LPL ClientWorks?
• Tips for preparing my data file if I'm not coming from another CRM
• How do I export my data from Less Annoying CRM?
• How do I export my data from Microsoft Dynamics?
• How do I export my data from Highrise CRM?

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• How do I export my data from Redtail CRM and migrate to Wealthbox?
• How do I transfer my data from Salesforce CRM to Wealthbox CRM?
• How do I import Notes?
• How Do I Export My Contacts from Gmail?
• What information can I import into Wealthbox?
• Can You Give “Tier” or “Hierarchy” Permissions Within Wealthbox Using Groups?

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• What is rich text editing notes of notes and comments in Wealthbox?
• Does rich text editor have autosave functionality?
• How do I reset my password if I have forgotten it?
• How do I get support from Wealthbox?
• As an XY Planning Network member, how can I create my Wealthbox account?
• What system requirements are needed to run Wealthbox?

• How do I downgrade my subscription plan?
• How do I upgrade my subscription plan?
• How do I subscribe to Wealthbox?
• Where does Wealthbox collect sales tax?

• What security measures does Wealthbox employ?
• How do I enable Two-Factor Authentication?
• Where are your servers located that host the CRM data?
• How do I activate more advanced security features?