How do I hide my financial information from my advisor? (New UI)

You have the ability to hide your financial information from your advisor. To do so, click on your name in the upper right corner, and choose 'Profile' from the drop down menu. 

On your profile, click over to the Account Settings tab. Locate the Privacy & Account Access card, and click 'Edit'.

Next, check the box next to 'Prohibit my administrator or coach from viewing my data in Financial Profile' and click 'Update' to confirm your changes.

This will prohibit your system administrator and financial advisors from seeing your financial information in either your profile (such as annual income, credit score, etc.) or across your My Money and Lifetime Income tabs.