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 to get your account up and running.
Wealthbox Account: You need a Wealthbox account.
Integration Setup:
Log in to your White Swan Partner account.
Navigate to the partner integrations page within your White Swan dashboard, which can be accessed via the header menu.
On this page, scroll to find the Wealthbox widget and select Connect Wealthbox. You will be redirected to Wealthbox.
In Wealthbox, you will be prompted to authorize the White Swan integration. Select Authorize.
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.
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