> For the complete documentation index, see [llms.txt](https://docs.whiteswan.io/partner-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/search-wealthbox-contacts-in-white-swan.md).
# 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](/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md) 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.
3. From the Wealthbox widget, select **Search Wealthbox Contacts**.
4. Enter your client’s first name, last name, or nickname and select **Search**.
5. Locate your desired client from the search results and select **Import**.
6. After your contact is imported, you have the option to [**Start a Plan Request**](/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md) and/or view any past plan requests associated with your contact.
---
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