Madeleine Diana
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Recent activity by Madeleine Diana-
Do you get to pick the CFP you work with, and can you choose to work with the same one each time?
You will be matched with an advisor based on availability, but you can re-book with the same CFP by asking for their direct booking link or reaching out to support@additionwealth.com.
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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?
Once you have created a login and can access the platform you will find a few different opportunities to schedule a 1:1 with a financial professional. The first is via the Financial Professionals t...
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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?
No, however, the Addition platform and all resources are mobile friendly — you can use every feature on any desktop, tablet or mobile browser via app.additionwealth.com. No separate download is req...
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How do I create my Addition account?
Create your Addition Wealth account by visiting app.additionwealth.com Enter your personal email address - this will become your Addition login Verify your personal email via one time verification ...
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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...
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Can my spouse or family (including children) create their own Addition login?
No, your spouse or family cannot create their own Addition login. However, we welcome and encourage involving your loved ones in 1:1 conversations with a financial professional. Your spouse or fami...