First, login to your existing Wealthbox account or sign up for one.
You will require an Access Token to authenticate the connector.
Retrieving an Access Token.
- Login to your Wealthbox Account.
- Click on the three dots in the top right corner of the window, and then click Settings.
- Click API Access under the Personal header.
- Create a new Access Token or skip this step if you already have one listed on the page.
- To create a new Access Token, click Create Access Token.
- Enter an appropriate label, and click Save.
- Note down the Access Token, which is the line of text after the label. It will look similar to “
d90b0cef4311gf85feb3y6c8c4f70d7b“.
Cyclr Connector Installation
When installing a Wealthbox Connector, the following values are used:
- API Key: Enter the Access Token obtained above.