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My Account
Connected Accounts, Folio, Mentor Sessions, Tools
My Account - Fruition Folio
- How does the Debt Paydown tool work?
- How do I use the AI-powered enhanced transaction search?
- 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?
- How do I use the Budget tool in the Fruition Folio?
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?