Your Adviser will create your login to the system after you have contact with your Personal Adviser. Your Adviser will then send you’re link to their App that you can save to your HomeScreen on your mobile devises or save on your PC.
You will also receive your password from your Adviser to gain access. Once you login you should change your password for security reasons.
Once you have logged in you can start providing the information that your Adviser needs to build your Goal Plan and get you started.
Click on the BLUE button named Budget on the top right corner of the App once your are logged in to get started.
NOTE: Passwords are not saved for security reasons. Should you forget your password you will need to contact your Adviser to reset your password.