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" [...]

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" [...]

How do I give my clients access to their plans using the client portal?

Once you create a plan, you can give a client access to it. You can also control whether they can save any changes they make. The https://www.mywealthtrace.com/advisor-client-login" target="_blank client portal login URL, where a client can log in and see their plan, is here. See the screenshot below: [...]

I want to set a date when the money from an investment account can be used. I want it to be "locked out" for a certain number of years.

You can "lock out" an investment account from being used until the owner of the account reaches a certain age. You can see this setting in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/useoffunds1_801dac37-aa0e-4956-ab00-067412e0ecac.png" id="9b22561f-4736-42a2-9d92-3c1fcf830c4b" alt="useoffunds1" width="90%" height="auto" [...]

I want to change the inflation rate by year. How do I vary inflation over time?

You can vary both the Inflation Rate and COLA Rate src="https://cdn.livehelpnow.net/clients/21145/kb/varies1_80f8eaf2-3a43-42ba-aefa-fc83819b62c4.png" id="59e7c3b8-bbac-426a-8579-18c52cf5ec01" alt="varies1" width="90%" height="auto" data-image="59e7c3b8-bbac-426a-8579-18c52cf5ec01 as you can see in the screenshot [...]