Teamwork makes the dream work. When it comes to your goals and financial plan, teamwork can make the green work. This package is designed to help you create a financial plan that includes those most important to you and build your dream future together.
The two Teamwork features let you add a Partner to share milestones and use Family Accounts to create a joint account or gift to the next generation using UGMAs or UTMAs. UTMAs. The Family Accounts feature will
be coming soon.
- Learn more about or turn on Teamwork on your dashboard
- FAQ: What is the Partner feature?
- FAQ: What is the Family Accounts feature?