Financial Butler FAQ
CAN THE SITE NOTIFY ME OF ANY MAJOR CHANGES TO MY FINANCIAL ACCOUNTS?
Yes – your Personal Financial Website can alert you
via web and email of large deposits, withdrawals, low
balances, fees and more. Customize your Alerts by going
to Settings – Alerts.
HOW DO I SET UP THE MOBILE WEBSITE?
After you register for your Personal Financial
Management website, you will be sent a confirmation
email with your username and a link to access the site
via your mobile device. Open this email on your mobile
device and click on the link. Then click the "Add to Home
Screen" button, or create a mobile bookmark for quick
HOW DO I CHANGE MY PASSWORD OR SECURITY QUESTIONS?
Forgotten passwords can be changed by clicking Forgot
Your Password? on your login screen. If you'd like to
change your password or security questions, select
Settings – Security.
WHAT ARE TASKS?
Tasks are an easy way for your advisor to let you know
that something requires your attention in your Personal
Financial Website. Tasks work like an online to-do list.
Your advisor can assign you a task (such as uploading
an important financial document to the Vault before a
meeting) and you can instantly notify your advisor once
you've completed the request.
WHAT CAN BE UPDATED IN MY SETTINGS?
In the Settings tab located on the top right of your
website, 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 advanced
security features and protocols to keep your data safe,
private, and secure at every hour of every day. Our
comprehensive security measures include password
protection, Secure Socket Layer encryption, firewalls,
intrusion detection, audits, inspections, and more. For
more information, click Security in the footer of your
HOW CAN I JOIN A SCREEN SHARING SESSION?
To collaborate with your advisor in real time, click the
Screen Sharing link at the bottom right footer and provide
your advisor with the session code. If your advisor
initiated 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," follow
the steps below:
• On your Client Site homepage, click +Add Account
next to Accounts
• If you have an online login, select I have an online
login to this account
• Enter the name of your financial institution into the
text box and click Search
• Select the account from the search results and follow
the 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 or
thing for which you want to add a picture, and you'll be
prompted 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 budget
manually or to create an auto-budget using the last 6
months of spending data.
CAN I CHANGE A TRANSACTION THAT IS CLASSIFIED INCORRECTLY?
Our system automatically assigns spending categories
to your transactions. If the site has misinterpreted your
purchase, you can change the category it's assigned to by
navigating to the Transactions tab under Spending.
Click on the transaction and use the drop down menu to
adjust the category.
To change all instances of this transaction type moving
forward, create a rule by clicking on the Details tab
underneath the selected transaction. This allows you
to rename and reclassify all matching transactions
CAN MY ADVISOR SEE MY ACCOUNT ACTIVITY?
You have the option of providing your advisor with no
spending data, category-only data, or the full view of all
data. You can control the privacy of your website under
Settings – Privacy – Spending Permissions.
WHAT TYPE OF INVESMENT INFORMATION CAN I SEE ON MY WEBSITE?
Your website provides a summary of your entire portfolio
as well as a more detailed look into your individual
accounts. Account Details include individual holdings,
value, asset types, net change in value over time, and
CAN I CHANGE MY ASSET ALLOCATION OR CONTRIBUTIONS?
No, for your security, your Personal Financial
Management site is non-transactional. Unlike online
banking, trading or shopping websites, your money
cannot be moved, withdrawn or accessed on our system.