Knowledge Base

• What are the common questions and best practices when removing a user?
• What are workspaces and best practices?
• How can I troubleshoot email invitation and link issues in Wealthbox?
• Who Is the Account Owner in Wealthbox?
• Can I use the same email for multiple Wealthbox accounts?
• How do I access and update my billing information?

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• How do I find my users' first and last names and IDs in Redtail for my migration to Wealthbox?
• What should I know about the migration process to Wealthbox, including timelines and troubleshooting?
• How should households and contacts be organized and mapped during data migration to Wealthbox?
• How can I manage file upload issues during Wealthbox data migration?
• What are the deadlines and procedures for submitting Redtail backup files for Wealthbox data migration?
• How do I export from LPL ClientWorks?

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• How do I export my data from Redtail CRM and migrate to Wealthbox?
• How Do I Export Data from Advisor 360/Commonwealth?
• 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?

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• 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?

• What are the cancellation and billing policies of Wealthbox for its plans?
• 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?

• How can I resolve login issues with my Wealthbox CRM account?
• 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?