CAN THE SITE NOTIFY ME OF ANY MAJOR CHANGES TO MY FINANCIAL ACCOUNTS?Yes – your Personal Financial Website can alert youvia web and email of large deposits, withdrawals, lowbalances, fees and more. Customize your Alerts by goingto Settings – Alerts.
HOW DO I SET UP THE MOBILE WEBSITE?After you register for your Personal FinancialManagement website, you will be sent a confirmationemail with your username and a link to access the sitevia your mobile device. Open this email on your mobiledevice and click on the link. Then click the "Add to HomeScreen" button, or create a mobile bookmark for quickaccess.
HOW DO I CHANGE MY PASSWORD OR SECURITY QUESTIONS?Forgotten passwords can be changed by clicking ForgotYour Password? on your login screen. If you'd like tochange your password or security questions, selectSettings – Security.
WHAT ARE TASKS?Tasks are an easy way for your advisor to let you knowthat something requires your attention in your PersonalFinancial Website. Tasks work like an online to-do list.Your advisor can assign you a task (such as uploadingan important financial document to the Vault before ameeting) and you can instantly notify your advisor onceyou've completed the request.
WHAT CAN BE UPDATED IN MY SETTINGS?In the Settings tab located on the top right of yourwebsite, you can make changes to your Alerts, Security,and Privacy settings.
HOW SECURE IS MY FINANCIAL DATA ON THIS SITE?Your wealth management system employs advancedsecurity features and protocols to keep your data safe,private, and secure at every hour of every day. Ourcomprehensive security measures include passwordprotection, Secure Socket Layer encryption, firewalls,intrusion detection, audits, inspections, and more. Formore information, click Security in the footer of yourwebsite.
HOW CAN I JOIN A SCREEN SHARING SESSION?To collaborate with your advisor in real time, click theScreen Sharing link at the bottom right footer and provideyour advisor with the session code. If your advisorinitiated the session, simply enter the code provided.
HOW DO I ADD MY BANK ACCOUNTS, CREDIT CARDS, AND OTHER FINANCIAL ACCOUNTS TO THIS SYSTEM?To add your financial accounts, or “Connections," followthe steps below:• On your Client Site homepage, click +Add Accountnext to Accounts• If you have an online login, select I have an onlinelogin to this account• Enter the name of your financial institution into thetext box and click Search• Select the account from the search results and followthe steps to connect
HOW CAN I ADD A PICTURE TO THE PEOPLE AND THINGS IN MY ORGANIZER?From the Organizer, simply click on the person orthing for which you want to add a picture, and you'll beprompted to upload an image.
Spending & Budgeting
CAN MY WEBSITE CREATE A BUDGER AUTOMATICALLY BASED ON MY SPENDING HABITS?Yes, you have the option to create your own budgetmanually or to create an auto-budget using the last 6months of spending data.
CAN I CHANGE A TRANSACTION THAT IS CLASSIFIED INCORRECTLY?Our system automatically assigns spending categoriesto your transactions. If the site has misinterpreted yourpurchase, you can change the category it's assigned to bynavigating to the Transactions tab under Spending.Click on the transaction and use the drop down menu toadjust the category.To change all instances of this transaction type movingforward, create a rule by clicking on the Details tabunderneath the selected transaction. This allows youto rename and reclassify all matching transactionsautomatically.
CAN MY ADVISOR SEE MY ACCOUNT ACTIVITY?You have the option of providing your advisor with nospending data, category-only data, or the full view of alldata. You can control the privacy of your website underSettings – Privacy – Spending Permissions.
WHAT TYPE OF INVESMENT INFORMATION CAN I SEE ON MY WEBSITE?Your website provides a summary of your entire portfolioas well as a more detailed look into your individualaccounts. Account Details include individual holdings,value, asset types, net change in value over time, andtransaction history.
CAN I CHANGE MY ASSET ALLOCATION OR CONTRIBUTIONS?No, for your security, your Personal FinancialManagement site is non-transactional. Unlike onlinebanking, trading or shopping websites, your moneycannot be moved, withdrawn or accessed on our system.