The Financial Wellness Score™ is a 100-point score based on twelve qualitative dimensions that measures your financial wellness and habits. The maximum number of points you can score from answering each question varies, depending on its level of importance. A higher score indicates more consistent, positive, financial outcomes associated with achieving your financial goals. This self-reported score helps your advisor provide the right level of guidance and education.
Articles in this section
- How do I update my email address? (New UI)
- How do I manage my profile? (New UI)
- How do I contact customer support? (New UI)
- How do I retake the Financial Wellness survey? (New UI)
- How do I update my email address?
- How do I enable or disable MFA?
- How do I resend the registration link?
- How do I reset my password?
- How do I manage my profile?
- How do I contact customer support?
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