Where do I add a pension in the program?

Add pensions in the Cash Inflows section as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/addpension1_3af0e77d-4c96-42d4-9491-325d12f751b1.png" id="649c27a7-fec8-4063-b26b-07b3663c6bc7" alt="addpension1" width="90%" height="auto" data-image="649c27a7-fec8-4063-b26b-07b3663c6bc7 [...]

My credit card information has changed. How do I update my payment information?

Log in and click your username at the top right. Go to Subscription & Payment. Scroll down to find the section where you can add your new payment information. Then click the 'Update Payment Information' button. src="https://cdn.livehelpnow.net/clients/21145/kb/payment1_0ce9e399-64ad-44b5-ad5b-a5385d7663e7.png" id="f25f6924-0c55-4a55-89c4-debb235acc67" alt="payment1" width="90%" height="auto" [...]

I want to manually add the holdings that make up my investment accounts and have the balances update each time I log in without linking them. How do I do this?

You can enter your holdings using the ticker symbols. WealthTrace will fetch the most recent price for each holding and apply that to the balance. If the number of shares of a holding changes, you must manually update this. You can see how to enter multiple holdings manually in the screenshots below. Note that you do not need to update any of this information if you link your accounts. [...]

How do I change my WealthTrace password?

Click your username at the top right, then go to Account Information. You can change your password as you see below. src="https://cdn.livehelpnow.net/clients/21145/kb/cpass1_4c5c2713-51d7-431d-bcda-0cfdc566361d.png" id="9ba99a74-e04d-4cec-b892-ccf035e8f682" alt="cpass1" width="90%" height="auto" data-image="9ba99a74-e04d-4cec-b892-ccf035e8f682 [...]

I want spend money in my IRA before I turn age 59.5. But the program doesn't seem to allow it. How do I do this?

You can spend money from Qualified Tax-Deferred accounts before age 59.5. Look at the screenshot below to see how to do this. src="https://cdn.livehelpnow.net/clients/21145/kb/use_cc866d10-9071-4677-a60f-2ff5eb503296.png" id="7a42ad46-31b8-44c1-9285-e9408cd75b33" alt="use" width="90%" height="auto" data-image="7a42ad46-31b8-44c1-9285-e9408cd75b33 [...]