Madeleine Diana
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Recent activity by Madeleine Diana-
Can advisors invest on our behalf?
No. Addition Advisors will provide unbiased guidance but they won’t invest your assets directly or sell you financial products.
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Do you need to have a specific topic/event in mind during a 1:1?
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.
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What do I need to bring to my 1:1 session?
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.
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Do you get to pick the CFP you work with, and can you choose to work with the same one each time?
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...
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How many sessions can I schedule?
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.
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How do I book a 1:1 session?
Book a 1:1 with a financial professional right from your dashboard: Log in at app.additionwealth.com. Click the Get Financial Advice button on the upper-right on your homepage. Click Schedule fir...
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Who do I contact if I have questions, concerns or feedback about Addition Wealth?
Email support@additionwealth.com anytime; a team member will respond promptly.
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Does Addition have an app?
There's no app to download — Addition works in any browser on desktop, tablet, or phone. Go to app.additionwealth.com and log in; every feature works on mobile.
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How do I create my Addition account?
Create your account at app.additionwealth.com in four steps: Enter your personal email — this becomes your Addition login. Verify it with the one-time code we email you, or continue with Google SSO...
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How do I link my external financial accounts in Addition?
Steps to link your external financial accounts: Start by logging into Addition Open the Financial Accounts tab under My Finances Select Add an account You will then have the option t...