In this video, I walk you through accessing the client dashboard and the money management portal. Please take your time to read through the information provided, as it addresses all your questions. You'll need to sign your client contract, connect your account, activate credit monitoring, confirm recurring transactions, and give your consultant access each step has a video walkthrough for your convenience. Additionally, you can find the Wallet Wellness Exam in your recent requests and communicate with your primary care consultant if you need further assistance. Let's get started!
Client Dashboard Overview
Transaction Confirmation Process
Wallet Wellness Exam Access
Log in with the SAME email you used to schedule your exam:
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