Dave Glaser
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Articles
Recent activity by Dave Glaser-
What happens after a session with a financial advisor?
Nothing is required after your session. Want to keep going? Book another 1:1 anytime, and you can request the same advisor's direct booking link. Please ask your advisor directly and they can provi...
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How do I confirm an upcoming session?
Once you book, you get a confirmation email and a calendar invite right away — that invite is your confirmation. You can also see upcoming sessions under the Advisor Center. No calendar invite? Che...
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How do I set up my Addition Wealth profile?
After your first login, we'll walk you through setting up your profile. You can update it anytime under Personal Details in the drop-down menu in the upper right hand corner of your homepage.Add na...
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Why didn’t I receive my confirmation email?
Most missing confirmation emails come down to one of three things. Try these in order:Check spam/junk for a message from no-reply@additionwealth.com and mark it "not spam" so future emails land.Con...
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How does multifactor authentication work?
Addition verifies it's really you with a one-time code each time you log in, so no one else can get into your account.How it works: enter your personal email at app.additionwealth.com, and we email...