Video walkthrough

What you’ll need

Before starting the setup, make sure you have:
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Wealthbox access

You’ll need proper permissions to authorize the connection
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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
Having trouble with setup? Check our troubleshooting guide or reach out for help!