Register with WealthPoint

The first time you use a database with WealthPoint, you or your site administrator must register the database. This is a one-time procedure. Once the database is registered the registration link disappears. To register, from Prospects, under Configuration, click Wealth and ratings data. Under Tasks, click the Register with WealthPoint link.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Configuration > Wealth and Ratings Data > Register with WealthPoint