Amy Chou

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...

Yes, every session is included in your employer-sponsored benefit and 100% free to you.

We know that equity documents can be complex - we'd love to help you with your equity upload. Please follow the below instructions to ask our Addition team to help your equity information upload. ...

Please email support@additionwealth.com to submit a request to update your email address.

Yes. All advisors are independent CFPs® who act as fiduciaries. We also have CPAs and Enrolled Agents on the platform for tax questions.

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 Carta to Addition.   If you're a new employee...