What you'll need

  • An active Bitsy subscription

  • An active Wealthbox account

Get your Wealthbox Access Token

  1. First, you will need an Access Token from Wealthbox account to get started. Log in to your Wealthbox dashboard and go to the Settings page.

  2. Go to the API Access page on the left navigation, and click Create Access Token. Name it Bitsy and click Save.

  3. Back on the Access Tokens page, highlight the Access Token you just created and copy it to your clipboard (Ctrl-C on PC/Cmd-C on Mac, or right-click the highlighted text and click "Copy").

Add the Wealthbox Access Token to Bitsy

  1. Log in to your Bitsy dashboard and go to the Integrations page.

  2. (For firm admins who are also advisors) Make sure you are on the integrations tab for whoever you would like to add the Wealthbox integration on behalf of- either yourself as an advisor (Advisor tab) or all users of the firm (Firm tab).

  3. Click the Wealthbox button, paste the Access Token you copied earlier from Wealthbox in the Access Token field, and click Connect.

  4. You should see a success message, and the Wealthbox integration should now be marked as active. You are all set!

Start Using Wealthbox with Bitsy

Now that you've activated Wealthbox, check out the following articles to learn more:

  • Mapping custom fields in the CRM Field Mapper (article coming soon)

  • Pulling client data from CRMs (article coming soon)

  • Pushing client data to CRMs (article coming soon)

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