Getting Started and Account Setup
Initial setup questions for new users
24 articles
- Setting Up Your Dashboard
- I want to change the advisor name on my account
- How do I set up an account for a new advisor or admin?
- How to Update MFA
- How to Reset Your Password
- Cobranding: Where Your Logo Appears
- What Software Integrations Does Wealth.com Have?
- How do I access the document creation experience as an advisor?
- Change Email Process (Clients)
- What Type of Support is Available?
- What email communications does Wealth.com send?
- Does Wealth.com have a 'getting started' playbook or guide for advisors?
- What is Wealth.com's Salesforce Integration?
- What is Wealth.com's Redtail Integration?
- What is Wealth.com's Wealthbox Integration?
- What is Wealth.com's Addepar Integration?
- What is Wealth.com's SS&C Black Diamond Wealth Solutions Integration?
- What is Wealth.com's Orion Integration?
- What is Wealth.com's Charles Schwab Integration?
- What is Wealth.com's Advyzon Integration?
- What is Wealth.com's eMoney Integration?
- What is Wealth.com's Zocks Integration?
- What is Wealth.com's Jump Integration?
- How to Connect Wealth.com to Claude