Madeleine Diana

You will maintain access to your company specific account for three months after you leave your company. At that point, you will be switched to a limited version of the platform so you don’t lose i...

Yes, Addition currently supports users in the US, UK, Canada, Mexico, Brazil, France, Spain, Philippines, and India.  

Addition does not share any individual-level data with your employer or 3rd party vendors. For account integrations, we leverage reputable 3rd parties to securely ingestyour information - you are w...

Addition doesn't prepare estate documents (wills, trusts) directly, but an advisor can walk you through what to consider — book a 1:1. We've also partnered with Trust & Will to make estate planning...

No. If you need legal help, reach out and the team can recommend next steps if possible. We also recommend checking if your company has any legal benefits they offer to employees. 

No. Addition Advisors will provide unbiased guidance but they won’t invest your assets directly or sell you financial products. 

All topics are welcome — feel free to discuss any and all financial situations. You are welcome to schedule a 1:1 session even if you’re still figuring out what to ask.

No paperwork is required. However, if you have specific questions related to any accounts you are welcome to bring financial statements or documents to give your advisor context. 

You're matched with an available financial professional when you book — pick a time that works and we pair you with the right advisor for your location and session type. Want the same advisor again...

Sessions are completely free and unlimited. Feel free to book whenever a new question comes up, or on a regular basis if you are working towards achieving a specific goal.