Introduction

The Wealth.com platform allows for external partners to refer a client via our Referral API. This API will initiate a partner specific onboarding flow that will allow the client to have their onboarding experience streamlined with data provided in the referral request.

Key Exchange

Customer will need to generate a RSA public-private key pair. The public key should be exported to a .pem file and sent to Wealth. Please coordinate with your Wealth representative to complete the transfer and integration setup.

Encryption

All connections will be encrypted using TLS 1.2 or higher to protect data in the request payload.