Getting Started
- How do I close my account?
- Does Addition Wealth provide general financial guidance?
- What should I think about insurance or life insurance?
- What should I do with my money?
- How do I set up my Addition Wealth profile?
- Why didn’t I receive my confirmation email?
Eligibility
Financial Advisor 1:1s
- How do I reschedule or cancel a session?
- What happens after a session with a financial advisor?
- How do I confirm an upcoming session?
- Does Addition offer estate-planning services?
- Does Addition offer legal services?
- Can advisors invest on our behalf?
Equity & Compensation
Tax & Filing
- Does Addition Wealth file my taxes for me?
- Why doesn’t the tax tool work?
- How do I file an extension?
- What are common tax filing questions / special situations?
- What documents do I need to file my taxes?
- How does the tax filing benefit work?
Platform & Technical
- What do I do if I encounter a bug?
- What do I do if my webinar or event link is not working?
- How do I fix a 404 error or “page not found?”
- What should I do if I have an error when booking a session?
- How do I link my external financial accounts in Addition?
- How do I change my password or reset my account?