How to Connect Your Wealthbox Account to Chat

Crystal Field Updated by Crystal Field

  1. Sign in to your Chat account and navigate to Integrations.
  2. Click on Wealthbox under “All Integrations.”
  1. Sign in to your Wealthbox account in a new tab.
  2. Click on the three vertical dots in the upper right corner next to your name and select “Settings.”
  3. From the left menu, click on “API Access” and create a new API access token. We recommend naming your API Token something recognizable like “ Web Chat.”
  4. Copy the token number, go back to the Web Chat tab, and insert the number in the API Token box. Then click connect.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our live chat or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

How to Connect Your PracticePanther Account to Chat

How to Connect your Clio Account to Chat