Create a Wealthbox API access token
Wealthbox issues personal API access tokens from your user settings. StackOne sends the token in the ACCESS_TOKEN header on every request.
1
Open API access token settings
Sign in to Wealthbox and open Settings > API Access Tokens.
2
Create the token
Click Create Access Token and give the token a name, such as StackOne.
3
Copy the token
Copy the token value and paste it into the API Access Token field in StackOne.
Linking the Account from the Hub
1
Navigate to the Hub
Use one of the three Linking Account Methods to access the Hub.
2
Fill out the fields
Fill out the following fields using details from your provider:
- API Access Token
3
Connect
- Click Connect
- If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
- Once authorization is successful, you will see a confirmation popup
If the account linking is successful, you will see the newly linked account in your Accounts page.