The dashboard changed recently - why do I have to enter more information about myself?

We are constantly improving our product in an effort to make the experience as helpful to you as possible.

And as your financial advisor, we can usually tailor your advice to be more specific and more helpful if you are willing to share more information about yourself. This information is confidential and never gathered without a specific financial advice purpose in mind.

We don’t sell our clients information to anyone for any reason.