Wealthbox

Wealthbox is a CRM platform for financial advisors. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors to manage client relationships and streamline operations to grow their practices.

Benefit Breakdown


STARTING FEBRUARY 1st, you can access three tiers of Wealthbox at a discounted rate with XYPN! You can find more about the differences between the tiers here.

Basic (starting 2/1):

  • XYPN members will continue to enjoy this benefit at no cost.
  • Non-XYPN members on member accounts will pay $40/month.

Pro (starting 2/1):

  • XYPN members will pay $16/month.
  • Non-XYPN members on member accounts will pay $56/month.

Premier (starting 2/1):

  • XYPN members will pay $40/month (a 60% discount!).
  • Non-XYPN members on member accounts will pay $80/month (a 19% discount!).

Account Management

New user? Let's get you signed up!

  1. You can sign up for Wealthbox directly from your Member Portal!
  2. Select your plan (defaulted to Basic - you can upgrade this later!)
  3. Enter your account information, and click Submit.
  4. You're all set! Wealthbox will be in touch with next steps on your new account. Your portal will update at the end of the month of when you sign up, reflecting this benefit is active within your XYPN membership.

Existing user? Let's transfer your account!

  1. You can transfer your Wealthbox account directly from your Member Portal!
  2. Select your plan (defaulted to Basic - you can upgrade this later!)
  3. Enter your account information, and click Request Transfer.
  4. You're all set! Wealthbox will be in touch with next steps on your account transfer. Your portal will update at the end of the month of when you sign up, reflecting this benefit is active within your XYPN membership.

Upgrading or downgrading your tier

Wealthbox Basic is included in your XYPN membership, but you also receive exclusive discounts on the Pro and Premier tiers!


For Pro upgrades:

If you'd like to upgrade or change your tier after signing up, simply log in to Wealthbox at this link. Once logged in, click the three dots in the upper-right corner, select Wealthbox > Billing & Payment, and then click Change next to "Current Plan."

Please note that any additional costs for upgraded tiers will be billed directly through XYPN.


For Premier upgrades:

Please reach out to membership@xyplanningnetwork.com.


Adding a license

  1. You can add another license to your Wealthbox account directly from your Member Portal!
  2. Select your license type to add (member or non-member).
  3. Confirm your licensee type and their account details.
  4. Click Add License.
  5. You're all set! Wealthbox will be in touch with the next steps on your new license request, including how to invite the new user onto the Wealthbox platform. Your portal will update at the end of the month of when additional license(s) are added.

Removing a license

  1. First, please remove all desired users/licenses directly from the Wealthbox software. Read this article for more information on this process!
  2. Next, you can remove a license from your Wealthbox account directly from your Member Portal!
  3. Select your license type to remove. Confirm the account details of the licensee you are removing and click Remove License.
  4. You're all set! Wealthbox will be in touch with next steps on your license removal request and your portal will update reflecting this benefit once we hear back from them.
  5. Refer to your Wealthbox account to ensure that any user access for removed licenses has been updated as necessary for accuracy on both user access and billing purposes. Your portal will update at the end of the month of when additional license(s) are removed.

Cancellation Policy: All cancellation requests must be submitted by the 20th of the month at 5 pm (MDT) to be processed by the end of the month. There are no exceptions to this policy.

Closing your account

  1. You can request to close your Wealthbox account directly from your Member Portal!
  2. Confirm the account details of your account.
  3. Click Close Account.
  4. You're all set! Wealthbox will be in touch with the next steps on your account cancellation request, and your portal will update at the end of the month of when you close your account.
  5. Reach out to Wealthbox directly for further questions or support needed on canceling or closing your account completely.

Cancellation Policy: All cancellation requests must be submitted by the 20th of the month at 5 pm (MDT) to be processed by the end of the month. There are no exceptions to this policy.

Leaving XYPN?

  • Your Wealthbox discount as an XYPN member will end when your membership ends. Be sure to connect with Wealthbox directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.

FAQs

Are there any webinars I can watch?

How do I locate workflows?

  • The XYPN workflow series can be found in the “Manage Templates” section of Wealthbox, as well as in the Financial Planning Process and Sales schools in Academy as PDF guides for non-Wealthbox users.

I still don't see the workflows in my account. What's going on?

  • Please email membership@xyplanningnetwork.com; your Wealthbox account may not be linked to XYPN's enterprise discount.

I’m a current Redtail user. Is there any help I can get with my transfer?

  • Yes! Wealthbox is well-versed in this transition. You can get help with the initial steps here, and don’t hesitate to reach out to their support team for further assistance.

I'm adding another user to my Wealthbox account; how can I manage permissions?

  • You can manage the set of permissions and visibility available to members of your firm via groups. Find instructions for adding groups directly through your Wealthbox account here.

Contact

Vendor Data Security

Last updated: October 2024


To access Wealthbox's security documents, visit https://trust.wealthbox.com/.

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