Amy Chou
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Recent activity by Amy Chou-
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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How do I remove users that are no longer active at my company?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...
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How do I update my company’s information?
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...
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How do I share my documents with a financial advisor?
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 ...
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How do I sign up my company for Addition?
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...
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Are one-on-ones with Financial Professionals free?
Yes, every session is included in your employer-sponsored benefit and 100% free to you.
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How do I change my email address?
Your Addition Wealth login email can't be changed from your settings yet — our team updates it for you. Please email support@additionwealth.com with the email you use now and the new one you'd like...
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Does Addition work with real financial advisors?
Yes. Every advisor is an independent CERTIFIED FINANCIAL PLANNER™ (CFP®) acting as a fiduciary — legally bound to act in your best interest. We also have CPAs and Enrolled Agents on the platform fo...