Dave Glaser

To reschedule or cancel, open the calendar invite we emailed you and click Reschedule or Cancel — your slot frees up automatically. When you can, please avoid cancelling within 24 hours of your ...

If you would like to close your account, please reach out directly to support. Account closures are processed in the order by which they are received and in accordance with our Privacy Policy. Plea...

Yes. You get free access to CFP® professionals plus articles, tools, and webinars — from budgeting to equity comp. The best starting point is a 1:1. Browse app.additionwealth.com anytime for self-s...

An advisor can help you think through whether you need insurance, what kind, and how much with no sales pressure, since our advisors don't sell products. Book a 1:1 and mention insurance so we matc...

That's the perfect question for a 1:1, and it's free through your benefit. An advisor looks at your full picture and gives real, personalized guidance (we don't give financial advice over support)....

Found something broken? Thanks for telling us. Reach out to support with: what you were doing, what happened vs. what you expected, a screenshot if you can, and the email on your account. We'll get...

Event links open in Zoom. If yours won't open: click the link from your confirmation or calendar invite (not an old copy), try a different browser, and check it isn't before the start time. No link...

A 404 means the page moved or the link is off. Go to app.additionwealth.com and navigate from your dashboard rather than an old bookmark or link. Still stuck? Reach out to support with the link you...

Let's get you booked. First try refreshing or a different browser. Still erroring? Reach out to support with a screenshot of the error, the time you tried, and the email on your account, and we'll ...

Have a K-1 or another equity tax document? Reach out to support and tell us what you've got — we'll let you know if we can help or connect you with an advisor.