Import Contact from Wealthbox
Last updated
Last updated
If you prefer to search your Wealthbox contacts inside of White Swan, please review the Search Wealthbox Contacts in White Swan article.
Log in to your Wealthbox account.
From the left menu, select Contacts.
Locate the contact you want to export to White Swan. Select the contact's hyperlinked name.
From the individual contact view, locate the Contact Details widget. In the top right, select Send To > White Swan.
You will be redirected to White Swan. Please wait patiently as we import your contact. Upon successful import, your contact will display Import Success with an option to Start a Plan Request.
