Amy Chou
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Recent activity by Amy Chou-
How do I login to Addition?
Head to additionwealth.com Click Login Enter your email address (this is usually your personal email address) Verify your personal email via verification code or Google SSO
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How to find your equity information in Pulley
We know the data and information around your equity grant can be overwhelming. That's why we built a step-by-step guide on how to import your data from Pulley to Addition. If you're a new employee...
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Will my employer know what I talked about during my one-on-one with a Financial Professional?
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...
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Will my employer know if I use Addition?
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.
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Can I reschedule my one-on-one consultation?
Yes! You can reschedule directly using the Calendar Invite sent to you. Please scroll down to "reschedule" and click on the URL Then pick a new date and time in our scheduler!
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What happens if I need to cancel my one-on-one consultation?
It happens! Simply, open the calendar invite sent to you and click Cancel. Your slot will be released automatically. When possible, we ask that you please avoid cancelling within 24 hours of your s...
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Finding your equity grant information in Shareworks
We know the data and information around your equity grant can be overwhelming. That's why we built a step-by-step guide on how to import your data from Shareworks to Addition. If you're a new emplo...
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How do I remove users that are no longer active at my company?
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.
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What is my company code for employees?
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
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Does Addition provide reporting?
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...