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Integrating Wealthbox with Osano

Connecting to Wealthbox

In order for Osano to discover data stored in your systems, we must connect to those data providers via an API. We require, at minimum, read-only access to establish a connection to these providers. Each provider you connect may require different information. Please see the linked vendor documentation for instructions on where and how to obtain this data.

Required Fields

  • API Key

Instructions for obtaining your Wealthbox API Key

Required Scopes

  • login
  • data

Base URL


  • API Key
  • OAuth
  • Attach API Key to the ACCESS_TOKEN header
  • Name
  • Email
  • Address
  • Phone Number
  • Date of Birth
  • User ID