# Search Wealthbox Contacts in White Swan

{% hint style="info" %}
If you prefer to send a contact from your Wealthbox account, please review the [Import Contact from Wealthbox](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox) article.
{% endhint %}

1. [Log in](https://app.whiteswan.io/partner_log_in) to your White Swan for Partners account.
2. Navigate to the [partner integrations page](https://app.whiteswan.io/partner_integrations) within your White Swan, which can be accessed via the header menu.&#x20;
3. From the Wealthbox widget, select **Search Wealthbox Contacts**.&#x20;
4. Enter your client’s first name, last name, or nickname and select **Search**.

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FPsr81Gyn9aCatIUpuF0M%2FGroup%206.png?alt=media&#x26;token=80a79087-6d89-4bab-bd58-c45a470a9bf8" alt=""><figcaption></figcaption></figure>

5. Locate your desired client from the search results and select **Import**.&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FJFwhfQxXU7gwqlvhvNRh%2Fsearch3.png?alt=media&#x26;token=ee9e934f-34c1-4d5b-82be-572fd935963b" alt=""><figcaption></figcaption></figure>

6. After your contact is imported, you have the option to [**Start a Plan Request**](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request) and/or view any past plan requests associated with your contact.&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FHsHeHMUw5DCs32nJGYwR%2Fsearch4.png?alt=media&#x26;token=0788c584-ac75-4bc1-85f5-f767a62ed399" alt=""><figcaption></figcaption></figure>
