Wealthbox review: No customer service telephone number

Wealthbox does not have a customer service telephone number. This is not a big deal if you are comfortable with email or text, and a response later today, maybe tomorrow. However, it's a problem if you want help NOW !

We had to reach out three times, twice yesterday afternoon and once this morning, before someone reached out to help us. If support is important to your organization, consider going elsewhere - or stay with Redtail (they actually have people who pick up the phone).

😒While we don’t publish a direct support phone number, we’re more than happy to arrange a scheduled call at a time that works best for you. 😒

LIKE I SAID - IF YOU NEED HELP NOW(!) - forget about it!

Thank you for writing in.
We received your request for a phone call and would be happy to speak with you to address your questions.

To ensure we connect you with the right team and make the most of your time, we kindly ask that you provide a bit more detail about your inquiry. This helps us prepare accordingly and avoids delays during the conversation.
• Support Team: Assists with technical issues like enabling integrations, troubleshooting errors, or syncing calendars and emails.
• Success Team: Focuses on usage guidance, best practices, and how-to questions to help you get the most out of Wealthbox.
Once we have more context, a team member will send over a scheduling link so you can book a convenient time. We appreciate your cooperation and look forward to assisting you.