Fruition Help Desk

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Fruition Help Desk

My Account

My Account

Connected Accounts, Folio, Mentor Sessions, Tools

How do I update my Fruition password?

How do I update the email associated with my Fruition account?

My Account - Fruition Folio

How does the Debt Paydown tool work?

Why are there differences in my investment holdings data and investment balances?

How often are transactions updated in my Fruition account?

How many accounts can I connect to my Fruition Folio?

Is it possible to connect accounts from more financial institutions than my membership allows?

How many financial institutions can I link?

How do I link my accounts to my Fruition Folio?

Can I track my investment accounts in my Fruition Folio?

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My Account - Mentor + Sessions

Do I need a membership to book a mentor session?

Can I invite someone else (a partner, spouse, family member, friend) to my strategy session?

How do I schedule a one-on-one session with a mentor?

How do I reschedule a one-on-one session with a mentor?

What kind of guidance can I expect in a mentor session?

What is the difference between a mentor and financial advisor?

How do I cancel a mentor session?

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My Account - Tools

What information do I need to use the Fruition Retirement Calculator?

Can I save my Retirement Calculator results?