How can I access the restricted features?
From what I have been reading, the iOS app has basic functionality - but a bunch of the features aren’t available (asset info, insurance, retirement, etc).
So if these features aren’t available on the app and I can’t use my iPhones browseer to login online, then how am I supposed to access those features?
I have my iPhone, iPad, Mac laptop, and pc desktop (which I rarely use). Do I have to use my pc desktop? Is that the only option to access and utilize those features?
I’m especially interested in the retirement guidance feature. Originally I had manually set up a 401 K account and was going to manually record the transactions - but then it’s not accounted for in my score.
Also, can the retirement feature account for different levels of employer matching contributions? For example, the first 3% is matched 100% then the next 2% is matched 50%. And will the balance of the 401 k account show on the accounts page?
The features you mention are only available on our website accessed via laptop or desktop computer. Yes, employer matching contributions can be noted.
Please direct any account-specific questions to firstname.lastname@example.org for assistance.
This question has received the maximum number of answers.