Madeleine Diana
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Recent activity by Madeleine Diana-
What happens to our access to Addition when our employment ends?
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...
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Are you able to offer guidance/support for non-US citizens?
Yes, Addition currently supports users in the US, UK, Canada, Mexico, Brazil and India.
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How does Addition protect our personal information?
Addition uses industry-standard security and compliance processes to make sure we aredeveloping software in a safe and secure manner and are SOC2 Type 2 Certified.For more information, please refer...
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What personal information do you share with our company or other vendors?
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...
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Does Addition offer estate-planning services?
Estate-planning document prep is not part of the Addition benefit at this time. However, your advisor can outline any personal finance considerations.Additionally, Trust & Will is a vetted partner ...
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Is tax assistance available?
Advisors can answer tax questions, but Addition does not currently file returns unless your employer has enabled the Tax-Filing feature.
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Does Addition offer legal services?
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.
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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.