Video walkthrough
What you’ll need
Before starting the setup, make sure you have:
Wealthbox access
You’ll need proper permissions to authorize the connection
CurrentClient access
Make sure you’re logged into CurrentClient
Setup steps
1
Go to integrations in CurrentClient
Navigate to Settings → Integrations in your CurrentClient account
2
Find Wealthbox
Look for Wealthbox in the list of available integrations and click Connect
3
Authorize the connection
You’ll be redirected to Wealthbox to log in and authorize CurrentClient access
4
Configure initial settings
Choose your sync preferences and data mapping options
5
Test the connection
We’ll run a quick test to make sure everything is working properly
First sync timing: After connecting, your initial data sync can take 15-30 minutes depending on how many contacts you have in Wealthbox.
What happens next?
Once setup is complete:- Your Wealthbox contacts will start appearing in CurrentClient
- Communications will begin logging to client records