Hi Client,

We know your schedules are busy, and learning new technology can be a hassle –especially when you have a question and need an answer now.

That's why I wanted to let you know about a new Help feature coming to your Personal Financial Management Site. On January 23, we're simplifying the way you learn how to use your website by adding interactive “How-To” guides to your Help menu.

These on-screen guides will walk you through navigating your website and taking actions like adding accounts, creating a budget or simply seeing a virtual tour of the page you're currently on.

Here's how it will work:

  1. You'll be able to view the available How-To’s by clicking Help on the top right of your screen.
  2. Each page will have different How-To’s relevant to the page you’re currently on.
  3. Just click the How-To to activate the interactive guidance and follow with each step.
  4. That's it!

These Interactive How-To's provide a quicker and simpler way to learn about your Personal Financial Management website. But don't worry, I'm still always happy to assist you whenever needed.

Please let me know if you have any questions about this new Help feature coming next month.


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