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  1. Questis Help Center
  2. I'm an Employee

I'm an Employee

I would like help with using my Wellness Platform.

Communicating with your Advisor via Questis

  • How do I cancel an appointment with my Financial Advisor through Questis? (New UI)
  • How do I cancel an appointment with my Financial Advisor through Questis?
  • How do I schedule an appointment with my Financial Advisor through Questis?
  • How do I contact my Financial Advisor?

Managing My Finances with Questis

  • How are Goals calculated?
  • What is Lifetime Income? (New UI)
  • How do I view my investment accounts? (New UI)
  • How do I delete a manually added account? (New UI)
  • How do I manage my cash flow? (New UI)
  • How do I use Net Worth? (New UI)
See all 23 articles

Managing My Questis Account

  • 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?
See all 14 articles

About Questis

  • Does Questis have a mobile app?
  • Getting Started with Questis
  • How often is the Questis platform updated?
  • What web browsers are supported by the application?
  • What is Questis?
  • What is Financial Wellness?
See all 10 articles

Security

  • How do I enable or disable MFA? (New UI)
  • How do I opt out of emails? (New UI)
  • How does Questis verify user identity?
  • What is MFA?
  • How do I opt out of emails?
  • Is the information that I enter in Questis shared with my employer?
Questis Help Center