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Wealth Management System


This training guide provides an overview to your online Wealth Management System.

Get Organized and Take Control:

Consolidate all of your investments and important financial information using the organizer.

See a living snapshot of your financial wellbeing on the home page.

Keep track of your investment overview or drill into individual accounts and asset breakdowns using the investments tab

Store important documents and files in the vault, share documents with your advisor if you choose.

Keep a handle on your spending and hold yourself accountable using the spending tab.

Engage with the goals page to easily adjust numbers to plan for life's inevitable changes and gauge how your decisions will affect your finances.

Run reports about your financial picture anytime

How to Link Manually Entered Accounts

This training guide demonstrates how to connect your manually entered facts into your Wealth Management System. A simple process you will go through on an account basis, this guide will help you every step of the way. There are many benefits to connecting your accounts, most importantly you will have up-to-date access to account balances and information.

How to Add Accounts

This training guide demonstrates how to establish a connection with your personal banking institutions. A connection is a direct link with an institution that feeds updated account information.

Access your personal financial website:


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