For Addition Users

Technical Support

• How do I link my external financial accounts in Addition?
• How to ask Addition to help with your equity upload
• How do I change my email address?

Eligibility

• What happens to our access to Addition when our employment ends?
• Are you able to offer guidance/support for non-US citizens?
• Can my spouse or family (including children) create their own Addition login?

Data Privacy

• How does Addition protect our personal information?
• What personal information do you share with our company or other vendors?
• Will my employer know if I use Addition?

Financial Advisor 1:1s

• Does Addition offer estate-planning services?
• Is tax assistance available?
• Does Addition offer legal services?
• Can advisors invest on our behalf?
• Do you need to have a specific topic/event in mind during a 1:1?
• What do I need to bring to my 1:1 session?

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Getting Started

• Who do I contact if I have questions, concerns or feedback about Addition Wealth?
• Does Addition have an app?
• How do I create my Addition account?
• How do I login to Addition?
• How to find your equity information in Pulley
• Finding your equity grant information in Shareworks

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