Skip to main content

​
Generating an API access token

A personal API access token authenticates requests to Wealthbox. It acts with the permissions of the Wealthbox user who creates it.

1

Sign in to Wealthbox

Sign in to your Wealthbox account.

  • Click your name in the top-right corner and select Personal Settings.
The Wealthbox user menu with Personal Settings highlighted
2

Open API access

In the settings sidebar, click API Access, then click Create Access Token.

The Access Tokens page with API Access and Create Access Token highlighted
3

Name and save the token

Enter a label for the token in New Access Token.

  • Label: any name, for example StackOne Integration
  • Click Save.
The New Access Token form with the Label field and Save button highlighted
4

Copy the token

In the API Token Created dialog, click the copy button next to the token and store it securely for use later.

  • The token is only displayed once and cannot be viewed again.
  • Paste it into the API Access Token field in StackOne Hub.
The API Token Created dialog with the token hidden and the copy button highlighted

​
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 on your Accounts page.