Caddi connects to Wealthbox CRM through an OAuth application. Wealthbox has no self-service developer portal — credentials are issued by Wealthbox on request.
There is no app registration screen in Wealthbox. Client credentials are issued by emailing support@wealthbox.com. If your firm doesn't already have a client ID and secret, contact Caddi support first — in most cases Caddi supplies the values and your advisors simply authorize the connection, with nothing to register on your side.
Before you start
You'll need:
A Wealthbox client ID and client secret — from Caddi support, or issued to your firm directly by
support@wealthbox.comOwner or Admin access to your Caddi organization
Beware of third-party guides that describe a "Wealthbox Developer Portal". No such portal exists — credentials are issued manually by Wealthbox support.
Step 1: Obtain credentials from Wealthbox
Skip this step if Caddi support has already given you the values.
Email
support@wealthbox.comdescribing the integration and requesting an OAuth application.Supply
https://app.trycaddi.com/oauth-callbackas the redirect URI. Ask them to register any additional environments at the same time — it's easier than a second request later.Wealthbox will send back a client ID and client secret.
If a loop needs the Wealthbox API called directly from a browser, ask Wealthbox support to allowlist the origin domain for CORS at the same time.
Step 2: Configure Wealthbox in Caddi
This step must be completed by a Caddi organization owner or admin.
In Caddi, open Integrations in the left sidebar, then click the Integration Setup tab at the top of the page. This tab is only visible to organization owners and admins.
Find Wealthbox in the list and click Configure.
Enter the following values:
Client ID — issued by Wealthbox
Client Secret — issued by Wealthbox alongside the client ID
OAuth Scopes — leave blank. Caddi defaults to
login data. Wealthbox has only these two scopes, and withoutdatathe token cannot read CRM records at all — so if you do enter a value,datamust be in it.
Click Save Configuration. Caddi validates the credentials immediately — if something is wrong you'll see an error right away, and nothing is stored until validation passes.
Step 3: Connect your account
Go back to the My Connections tab and find Wealthbox.
Click Connect + and sign in to Wealthbox.
Approve the request. You'll be returned to Caddi with the connection active.
How the connection behaves
Each advisor connects their own Wealthbox account. Caddi sees the contacts and records that user can see.
Access tokens last two hours and refresh tokens last 90 days. Refresh happens automatically, but a connection that goes 90 days completely unused will need the advisor to reconnect.
Wealthbox rate-limits to roughly one request per second, measured over a five-minute window. Short bursts are tolerated. Very large syncs will pace themselves against this.
Revoking access. Ask Wealthbox support to revoke the application, or have each advisor disconnect from their Wealthbox account settings.
Troubleshooting
The connection succeeds but Caddi sees no contacts or records
The token was issued with only the login scope. Clear the OAuth Scopes field so Caddi's default login data applies, then disconnect and reconnect.
A redirect error when connecting
The redirect URI registered with Wealthbox doesn't match https://app.trycaddi.com/oauth-callback. Email support@wealthbox.com to correct it.
An advisor is asked to reconnect after a long gap
Their refresh token passed the 90-day mark without use. Reconnecting is all that's needed.
Large syncs fail partway through
You're hitting Wealthbox's one-request-per-second limit. Narrow the loop's scope or run it less frequently.
Still stuck? Contact Caddi support with the exact error message you're seeing and the time it occurred.
Automation ideas
RIAs
Client meeting → CRM update
After each advisor call, Caddi pulls the meeting summary and updates the Wealthbox contact — topics discussed, next steps, and the follow-up date — without anyone typing it up.
New prospect → onboarding workflow
Caddi creates the Wealthbox contact from an inbound enquiry, starts the onboarding workflow, and creates the tasks for each step.
Document received → contact record
Caddi files incoming client documents, logs the activity against the Wealthbox contact, and closes the outstanding request.
Life event → review trigger
When a client note or email signals a life event, Caddi flags the contact for review and creates the task for the responsible advisor.