Amy Chou

Addition Wealth no longer requires passwords when logging in. When you log in, you will be sent a one-time passcode to the email address Addition Wealth has on record.

Log in at app.additionwealth.com with your personal email address — not your work email. That personal email is your Addition login. Go to app.additionwealth.com and click Log in. Enter your pers...

No. Addition takes your privacy and confidentiality very seriously and conversations are fully confidential under CFP professional-ethics standards. Any details shared during individual sessions wi...

No. We take your privacy and confidentiality very seriously and do not share individual information with your employer. For more information, please refer to Addition’s Privacy Policy.

Please email your dedicated account manager or support@additionwealth.com with the email addresses of the terminated employees for us to remove from the Addition platform.

You no longer need company codes to access your additionwealth.com account. Please use your work email address to sign up for Addition. Questions? Contact support@additionwealth.com

Yes! We provide custom reporting to all of our employer partners. Administrators will receive a custom report sent directly to their email address at the predetermined cadence. If you have not rece...

We are happy to customize the platform for you and your employees. As an employer admin, you can update your company’s information by contacting your dedicated account manager or support@additionwe...

At times, you may need to share documents with a financial professional. Please follow the instructions below to share your documents via our secure file upload system -    Navigate to our secure ...

We’re excited you’re considering providing Addition for your employees. Please email sales@additionwealth.com with your company name and a short description of what you’d like to offer. A sales rep...