Quik! has mapped our fields to as many Wealthbox fields as possible. That said, you may see fields on a form that you would expect to be prefilled from Wealthbox which remains blank even after assigning a person to them on the Add People page. There are various reasons why these fields cannot be prefilled from Wealthbox, but typically it is because the Wealthbox system does not supply enough information to Quik! about these fields so that they can be correctly prefilled on a form.
The list of fields that can be prefilled from Wealthbox (assuming you have client data entered for them in Wealthbox) is found below. This list is subject to change with future releases of the Quik! App.
|
Wealthbox Field |
| Prefix |
| First Name |
| Middle Name |
| Last Name |
| Suffix |
| Nickname |
| Job Title |
| Company Name |
| Birth Date |
| Client Since |
|
Date of Death |
| Referred By |
| Type |
| Gender |
| Marital Status (For Checkboxes) |
| Investment Objective |
| Time Horizon |
| Risk Tolerance |
| Mutual Fund Experience |
| Stocks and Bonds Experience |
| Partnerships Experience |
| Other Investing Experience |
| Gross Annual Income |
| Assets |
| Non Liquid Assets |
| Tax Year |
| Tax Bracket |
| Birth Place |
| Maiden Name |
| Passport Number |
| Occupation Name |
| Occupation Start Date |
| Drivers License Number |
| Drivers License State |
| Drivers License Issued Date |
| Drivers License Expires Date |
| Retirement Date |
| Work Address (Number and Street) |
| Work Address (Suite/Unit) |
| Work Address (City) |
| Work Address (State) |
| Work Address (Zip) |
| Office Country |
| Home Address (Number and Street) |
| Home Address (Suite/Unit) |
| Home Address (City) |
| Home Address (State) |
| Home Address (Zip) |
| Home Country |
| Home Phone |
| Home Phone Extension |
| Office Phone |
| Office Phone Extension |
| Office Email Address |
| Home Email Address |