With our automated fact-finding questionnaire, you can get started with your E-Wealth Organizer on your own in just a few easy steps.
STEP 1 Register for your financial website
Click the link sent to your inbox to get started. Then, create your own secure user name and password.
STEP 2 Complete the series of introductory questions
Answer a few basic questions to help us understand your current finances and future goals.
STEP 3 Connect your financial accounts
From your Home Page, click on Organizer, then Accounts to start adding your financial institutions, like bank and credit accounts.
STEP 4 Personalize your website Customize your E-Wealth Organizer by adding photos of what your wealth represents—the people and things most important in your life.
STEP 5 See your finances come to life
Easily organize and track your financial goals with spending and budgeting tools, financial workshops, investment monitoring, and more.