# 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](/partner-knowledge-base/platform-overview/quick-start-guide.md) 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. 
3. On this page, scroll to find the Wealthbox widget and select **Connect Wealthbox**. You will be redirected to Wealthbox. 

<figure><img src="/files/a4vxEL3vmNnJT9abxokf" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/WRsFOxWvcfsMcj2cKLxA" 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="/files/BpeI1cH0iGMxi29ykhED" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/quick-start-guide.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.