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 remain 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) can be found below. This list is subject to change with future releases of the Quik! App.
At this time, SSN is not currently supported by Wealthbox. Once Wealthbox is able to support SSN, we will be sure to include it in our list of available fields below.
Fields in bold are new as of 4/1/2022
Wealthbox Fields |
|
Adjusted Gross Income ($) |
|
Assets ($) |
|
Birthplace
|
|
Business / Employer Address (City) |
|
Business / Employer Address (Country) |
|
Business / Employer Address (Number and Street) |
|
Business / Employer Address (State) |
|
Business / Employer Address (Suite/Unit) |
|
Business / Employer Address (Zip) |
|
Business / Employer Email Address |
|
Business / Employer Fax Number |
|
Business / Employer Name |
|
Business / Employer Phone Number |
|
Business / Employer Phone Number Extension |
|
Client Since Date |
|
Date of Birth |
|
Date of Death |
|
Driver's License (Expiration Date) |
|
Driver's License (ID Number) |
|
Driver's License (Issued Date) |
|
Driver's License (Issuing State) |
|
Employment Start Date |
|
First Name |
|
Gender |
|
Green Card Number |
|
Home Address (City) |
|
Home Address (Country) |
|
Home Address (Number and Street) |
|
Home Address (State) |
|
Home Address (Suite/Unit) |
|
Home Address (Zip) |
|
Home Email Address |
|
Home Phone Number |
|
Investment Objective |
|
Job Title |
|
Last Name |
|
Maiden Name |
|
Mailing Address (City) |
|
Mailing Address (Country) |
|
Mailing Address (Number and Street) |
|
Mailing Address (State) |
|
Mailing Address (Suite/Unit) |
|
Mailing Address (Zip) |
|
Marital Status |
|
Middle Name |
|
Mobile Phone Number |
|
Mutual Funds Experience (Years) |
|
Name Salutation (Mr., Mrs., etc.) |
|
Name Suffix (Jr., Sr., etc.) |
|
Nickname |
|
Occupation |
|
Other Investing Experience (Years) |
|
Partnerships Experience (Years) |
|
Retirement Date |
|
Risk Tolerance |
|
Stocks & Bonds Experience (Years) |
|
Tax Bracket |
|
Tax Year |
|
Time Horizon |
|
Trust / Entity Home Email |
|
Trust / Entity Name |
|
Trust / Entity Office Email |