Search Wealthbox Contacts in White Swan

If you prefer to send a contact from your Wealthbox account, please review the Import Contact from Wealthbox article.

  1. Log in to your White Swan for Partners account.

  2. Navigate to the partner integrations page 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.

  1. Locate your desired client from the search results and select Import.

  1. After your contact is imported, you have the option to Start a Plan Request and/or view any past plan requests associated with your contact.

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