Wealthbox and Dispatch Bring Account Opening to the Client Record
September 14, 2026 · 2 min read
Today at Future Proof Festival, Dispatch announced the launch of its new API for account opening and custodian execution, naming Wealthbox as one of the first partners building on it.
A Smarter Way to Open and Fund Client Accounts
Wednesday, September 23, 2026 @ 2:00 pm ET
Wealthbox is the source of truth for the client information advisors rely on every day. Building on the Dispatch API lets us extend account opening in Wealthbox further, all without advisors needing to leave the client record.
From a client record in Wealthbox, advisors will be able to initiate account opening with a click. Dispatch will validate the data, confirm the account meets custodian requirements, route the submission through the appropriate channel, and track its progress through funding.
“Every account opening starts with the client information already living in Wealthbox, the source of truth advisors rely on,” said John Rourke, CEO and Co-Founder of Wealthbox. “Building on the Dispatch API means that information does not have to be copied into a separate system to get an account opened. Dispatch takes what is already accurate in the CRM and carries it through custodian validation and execution, so the advisor’s next step is confirming, not retyping.”
A More Connected Account Opening Experience
Account opening is a critical step in moving a client relationship forward, but it can also mean moving between systems, entering the same information more than once, and keeping track of the process across different platforms.
The Dispatch integration is designed to simplify that experience by connecting the client data already in Wealthbox with the infrastructure needed to execute account opening at major U.S. custodians. That infrastructure is already processing hundreds of thousands of account openings representing tens of billions in assets, so the execution layer behind this integration is proven, not new.
For Wealthbox customers, it means more of the work that moves a client relationship forward can happen from the CRM they already use every day.
What’s Next
We’re excited to bring this expanded capability to Wealthbox customers and make it easier for advisors and their teams to move from client information to action, with less manual work along the way.
Stay tuned for more details on the new Dispatch integration and account opening in Wealthbox.
A Smarter Way to Open and Fund Client Accounts
Wednesday, September 23, 2026 @ 2:00 pm ET
