I've signed up and I'm psyched to make progress on my money! What are my next steps?

Last Updated: Feb 24, 2014 07:31AM EST
Welcome to the LearnVest Action Program! We're delighted to have you join us.

Your next steps are: 

1. Link up your accounts to the Money Center if you haven't already. Click on the "Accounts" tab on your dashboard and then the "Connect your accounts" button. If you have any trouble, check out our "Let's Connect Your Accounts" troubleshooting section of the support center, or contact our support team.

2. Complete your financial profile. The profile ensures your first call with your planner is as personal and as productive as possible, and that ultimately your plan is as comprehensive and accurate as you deserve. You can access it under the "Program" tab on your dashboard and under "My Financial Profile" on the lefthand side. Do your best to fill it out thoroughly, but don't stress if there are aspects of your situation you're not sure how to represent. You'll get a chance to clarify anything and everything in your getting-to-know-you call with your planner before your plan is built.

Once you've submitted the profile, we'll contact you to set up that first call with your planner!


41 E 11th St. New York, NY 10003

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