Frequently asked questions

How can the platform act as my personal service assistant?

Start by organizing household information with the assessments, annual records, planning actions and document tools that are actually available. Use the resulting questions when comparing professional providers. Platform explanations and tool outputs are a starting point for discussion, not a replacement for advice on your circumstances. This FAQ does not enable features that have not been released.

Where should I start with household wealth records?

List assets, liabilities, account ownership and purpose separately for your household and each company. Add dates and sources to statements and supporting records. Record known facts, mark uncertain items for confirmation and ask an appropriate professional to help reconcile them. You do not need to give support your passwords or sensitive original documents to get started.

Does an assessment score predict returns or provide a professional risk opinion?

No. Assessments organize information and readiness. An engineering-preview model is not an expert-validated investment risk assessment. Scores do not guarantee returns, asset safety or tax outcomes. Use identified gaps to prepare actions and questions for an independent professional.

Is every increase in an annual wealth statement an investment return?

No. Annual statements compare assets, liabilities and net worth at different points in time. Contributions, borrowing changes, internal transfers, valuation changes and unexplained differences need separate reconciliation. A rise in net worth should not automatically be labeled an investment return.

Does the account directory hold passwords or execute transactions?

No. It records platform, account identifier, ownership and purpose. It does not store login passwords, one-time codes, trading API keys, private keys or recovery phrases, and it does not transfer funds or execute trades. Continue using your password manager. Directory access and export require the reauthentication shown in the product.

How should I compare service providers?

Define your question, the service you need and the relevant jurisdiction. Compare credentials, relevant experience, scope, fees, conflicts and written terms. For investment professionals, Investor.gov provides an official starting point for background checks. A verification record does not guarantee competence, returns or service quality. Make your own informed engagement decision.

Official investment professional checks

Will the platform file taxes or guarantee a tax-saving plan?

The platform does not directly undertake tax preparation or guarantee tax savings. Organize records by tax year and entity and prepare questions about income, expenses and supporting documents for a suitable tax professional. IRS guidance can help you understand preparer qualifications and selection. Tools and general explanations do not replace advice tailored to your circumstances.

IRS: Choosing a tax professional

Do verification, advertising or membership mean a platform guarantee?

No. Organization verification, commercial-content review, advertising and membership benefits are separate. Payment does not buy professional licensing status, advertising does not alter assessment or research conclusions, and household membership does not certify a provider’s quality. Check the scope, jurisdiction and validity of any verification and confirm the actual engagement terms with the provider.

Can referrals, professional members or family members automatically see my private records?

No. A referral, payment, advertisement, membership tier or provider-client relationship does not automatically grant data access. Household and company collaboration require explicit invitations and permissions. Share private records only within a scope you deliberately authorize. The personal account directory is not shared with professional organizations.

Should I contact the platform or a provider for actual services?

Contact platform support for questions about the site, tools, memberships or your account. For tax, legal, insurance, investment or property services, contact the relevant independent provider and agree on fees, scope, responsibilities and a contract. The platform does not hold transaction funds, and an inquiry or reservation does not itself establish a professional engagement.