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Knowledge Base
Learn about features, integrations, customizations and more.
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Can Address Types, Phone Types, Email Types and Website Types be Customized?
What is the recipient limit in Outlook?
What is rich text editing notes of notes and comments in Wealthbox?
Does rich text editor have autosave functionality?
How Do I Make Another User an Admin?
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 should I expect during my data migration planning meeting?