# Quick Start Guide

**Prerequisites:**

* **White Swan Partner Account:** If you do not have an active partner account, follow the [White Swan for Partners Quick Start Guide](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/quick-start-guide) to get your account up and running.
* **Wealthbox Account:** You need a [Wealthbox account](https://www.wealthbox.com/).

***

**Integration Setup:**

1. [Log in](https://app.whiteswan.io/partner_log_in) to your White Swan Partner account.
2. Navigate to the [partner integrations page](https://app.whiteswan.io/partner_integrations) within your White Swan dashboard, which can be accessed via the header menu.&#x20;
3. On this page, scroll to find the Wealthbox widget and select **Connect Wealthbox**. You will be redirected to Wealthbox.&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2F5Xo4jvSRyGJ7WztUPfsB%2FGroup%204.png?alt=media&#x26;token=4a266c61-ec45-416c-842d-0e689cf8ad65" alt=""><figcaption></figcaption></figure>

1. In Wealthbox, you will be prompted to authorize the White Swan integration. Select **Authorize**.&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2F6ncvzTi2Zya4sCEvjZHQ%2Fqs2.png?alt=media&#x26;token=361567f5-f721-4809-9342-e7147a0884a4" alt=""><figcaption></figcaption></figure>

1. You will be redirected to your White Swan account. Please wait patiently as we finalize your Wealthbox + White Swan integration. Upon successful setup, the Wealthbox widget will display **✔ Active Integration**.&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FG8fHxIpOshsIVk9Ffhqk%2FGroup%205.png?alt=media&#x26;token=e45913eb-e1e7-4a27-b203-0ed5af2de128" alt=""><figcaption></figcaption></figure>
