Net Worth

$2,956,003.00

+$10,000 today   +10.00%
+$10,000
May 23
SunMonTueWedThuFri
Money in$28.4K
Money out$22.1K
Net flow+$6.3K

Daily Summary As of May 20, 2026 · 12:30 PM

Your plan is still performing well overall. Approve the recommended $350 monthly 529 increase to keep Iris's college goal on track.

Plan health Updated May 20

Probability of Success

In the Confidence Zone

Alex Lee reviewed this plan after the latest account refresh and cash-flow update.

Planning scenarios

Plan-to-portfolio alignment

Advisor meeting

May plan reviewPrep due

Agenda, prep documents, open questions, and follow-up stay connected to the goals and accounts Alex Lee will review with you.

Planning tasks

7 active · 1 draft

Beacon prepared this new goal from your draft assumptions. Alex Lee must review it before it affects plan confidence.

Advisor note: increasing college funding by $350 keeps the 2032 target in range.

Resources behind the plan

Assets$3.11M
Liabilities-$150K
Sources11 / 11
Why accounts still matterAccounts, policies, credit lines, and held-away assets explain where the money comes from to fund each goal.

Press and delayed at least 20 minutes.

The opinions displayed in Account View may be delayed up to fifteen days for accounts held outside of LPL. For up-to-date information, please contact your financial professional.

Values are dependent on the accuracy of the information supplied by you, your financial professional, or other financial institutions. LPL Financial is not responsible for the accuracy of this information.

Legal Disclosures

Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer, member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates.

Balance Sheet

What supports your plan

A household view of assets, cash, insurance, annuities, held-away accounts, and liabilities connected to My Plan.

Net worth$2.75M
Assets$3.11M
Liabilities-$361K
Available cash$116.7K
Settlement$18.4K
Credit$350K
Cash available today$98.3K

$18,420 is pending settlement and expected tomorrow. Available cash excludes held-away and unsettled balances.

Investments

Cash and Health Savings

Insurance, Annuities, and Entities

Liabilities

Source freshness14 of 15 current

LPL accounts are current as of 10:52 AM ET. Chase Checking and Vanguard are held-away sources last refreshed May 17.

LPL Research

Daily Market Update

A dedicated research screen will appear here in the next pass.

Today's market contextComing next

This placeholder keeps the My Plan insights card interactive while the full Daily Market Update design is being prepared.

Search Horizon

Search stocks, accounts, statements, tax documents, advisor uploads, service tasks, and help topics.

Trade

Find a security

Look up a stock, review market context, and start a governed order.

Search symbol or company

Recent and watchlist

Results

Before you tradeReview suitability, risk, order type, and potential tax impact. Advisor-managed accounts may require review before release.

AAPL

Apple Inc · NASDAQ

$191.42

+$2.13   +1.13% today

As of May 21, 2026 · 10:52 AM ET. Quotes delayed at least 15 minutes.

9:009:109:209:309:409:41

My Position Owned

Shares24.50
Value$4,689.79
Gain+$812.40
Primary Brokerage···4821 · Average cost $158.2624.50 sh+20.9%

Quote Details

Previous closeMay 20, 2026$189.29
Day rangeLow / High$188.91 - $192.10
52-week rangeLow / High$164.08 - $237.49
Market capLarge cap equity$2.94T

Market News

Apple shares rise as services revenue stays resilient and AI-device expectations remain in focusLPL Research · 22 min agoNews
Analysts watch iPhone demand, margin guidance, and capital return plansMarket desk · 1 hr agoResearch

Past Activity

Bought AAPLPrimary Brokerage · Apr 12, 2026$1,245.00Completed
Dividend reinvestedPrimary Brokerage · Feb 14, 2026$6.12Completed
Sold partial positionPrimary Brokerage · Nov 8, 2025$840.50Completed
Before you tradeReview suitability, risk, order type, and potential tax impact. Advisor-managed accounts may require review before release.

Watchlist

Watchlist and alerts

Track securities, route education alerts, and connect market moves back to household holdings.

Symbols4
Active alerts3
OwnedAAPL

Tracked securities

Alert settings

AAPL · Buy

Place order

Purchase 10 shares of Apple Inc using available cash in Primary Brokerage.

Account

Primary Brokerage···4821 · Individual $116,710Buying power

Order details

Order typeMarket Limit
QuantityShares 10
Shares10
Price$191.42
Est. cost$1,914.20

Market price can change before execution. This prototype keeps quantity fixed so the review flow is easy to evaluate.

Trade review

Review order

Confirm the details before submitting this market order request.

AAPLBuy

Apple Inc · NASDAQ

QuantityShares10
Order typeMarketMarket
AccountPrimary Brokerage ···4821›
Estimated total10 x $191.42$1,914.20
Advisor review requiredThis order request is captured first, then routed for review before release to the custodian.

Order HZN-TD-1048

Order submitted

Your request to buy 10 shares of AAPL has been captured.

StatusSubmitted
Account···4821
Est. total$1,914
AAPL market buySubmitted

Submitted today at 10:18 AM. Final execution details will appear after review and release.

Tracker

SubmittedTrade request capturedDone
Advisor reviewRequired before releaseNow
Release to custodianEstimated todayNext

Accounts

Resources behind your plan

Investments, insurance, cash, lending, and held-away balances that support each goal.

Top holdings

AAdvisor core ETFTax-aware model$438,120
BShort-term treasury ladderIncome sleeve$182,400
Trusted data statusHorizon shows timestamps and source freshness instead of hiding stale or pending data.

Accounts

Add account

Choose what you want to add. Horizon will show whether the account can connect now, needs advisor review, or is planning-only until verified.

Fastest pathSecure link
Advisor reviewIf managed
Plan impactAfter verify

What are you adding?

What you may needChecklist
Ownership and registrationIndividual, joint, trust, business, IRA, or custodial details
Statements or documentsRecent statement, policy page, title, loan statement, or trust document
Permissions and reviewAdvisor-managed, trading, transfers, and beneficiary changes may require approval
How verification worksLinked accounts can display quickly with a source timestamp. New LPL accounts, transfers, trust/business ownership, and manually reported values may show as pending until Alex Lee or the custodian confirms they are ready for planning use.

Insurance

Protection policy list

Life, disability, long-term care, and annuity coverage tied back to retirement income, family legacy, and advisor review.

Policies4
Annual premium$14.8K
Reviews due2
Advisor review recommendedJune

Alex flagged beneficiary alignment and disability coverage as agenda items before the next annual plan update.

Coverage cards Updated May 20

Review status

Planning contextInsurance values are shown as planning inputs, not tradable account balances. Policy documents and carrier confirmations remain the source of record.

Family office

Entity reporting

See trusts, LLCs, consolidated allocation, performance, documents, and authorized users without changing the underlying plan-first navigation.

Entities3
Manual value$1.28M
Users5
Entity review for annual planReview

Alex flagged the Park Family Trust allocation and Riverbend LLC documents for the next legacy planning review.

Entities Updated May 20

Allocation and performance

Equity54%
Fixed income24%
Cash/other22%

Documents and access

Reporting contextEntity reporting is a consolidated planning view. Official ownership, permissions, tax reporting, and legal instructions remain in the account, trust, LLC, and custodian records.

Business owner

Business and exit planning

Keep business retirement accounts, operating cash-flow, and a pre-liquidity sale scenario visible alongside the household plan.

SEP assets$184.6K
Business cash$92.4K
Sale model$2.1M
Pre-liquidity planning draftAdvisor

Alex can review how a possible Park Design sale could affect taxes, retirement timing, charitable intent, and entity reporting before any transaction starts.

Business accounts

Business cash-flow

Monthly receipts$48.2K
Payroll/ops$36.8K
Owner draw$8.5K

Pre-liquidity sale scenario

Planning guardrailBusiness values and sale proceeds are draft planning assumptions. Horizon keeps them visible for advisor review but does not replace valuation, tax, legal, or transaction advice.

Move Money

Transfer money

Easily transfer, contribute, withdraw, and schedule money movements between your linked bank and eligible investment accounts.

Amount

Transfers can take up to 3 business days to settle, excluding weekends and federal holidays.

Transfer activityTransfer activity shows requests submitted by you. Advisor-entered activity may appear separately in account activity.

Review

Review transfer details

Confirm the destination, funding account, and amount before submitting.

ToLPL account-
FromLinked bank account-
AmountOne-time transfer$0.00
LPL Financial statementBy acknowledging and submitting these instructions, you authorize LPL Financial to transfer money as indicated above.

Transfer submitted

Request ID: HZN-2049

Your transfer should be available within 3 business days.

Look for a confirmation email and check status in Transfer Activity.

Action

Guided action

Review the details before submitting.

DetailsGuided

Review

Review request

Confirm the details before submitting.

Advisor visibilityThis request is visible to your advisor and service team where review is required.

Request submitted

Request ID: HZN-2049

Your request has been captured.

Status will stay visible in the relevant account activity or service area.

Tracker

Transact

Move money with clarity

Transfer, contribute, withdraw, trade, and track governed action status.

Roth conversion transferPending
Amount$45,000
FromIRA
ToRoth

Your advisor is reviewing suitability and tax coordination notes before release.

Tracker

SubmittedClient request capturedDone
Advisor reviewRequired before releaseNow
Release to custodianEstimated tomorrowNext

Mobile Deposit

Deposit a check

Use your phone camera to deposit an eligible check into an LPL account.

Daily limit$25K
Monthly limit$75K
Availability1-2 days
Sign the back of the check and write “For mobile deposit at LPL Financial only.”
Deposit details

Mobile Deposit

Capture check images

Take photos of the front and endorsed back of the check before review.

Front captured All four corners visible
Back captured Endorsement detected
Front of check Sample Bank & Trust $0.00 Pay to the order of Jamie Taylor Memo Account deposit A. Client :021000021: 000123456789 5926
Back of check Endorsement area Jamie Taylor For mobile deposit at LPL Financial only Do not write, stamp, or sign below this line except as required by your financial institution.
Image reviewThis prototype assumes both images pass quality checks. In production, blurry images, missing corners, or missing endorsements would require retake before submission.

Review

Review deposit

Confirm the amount, account, and check image status before submitting.

Front captured Sample Bank $0.00 Pay to Jamie Taylor
Back captured Endorsed Jamie Taylor For mobile deposit at LPL Financial only
Deposit toEligible brokerage accountPrimary Brokerage···4821
AmountCheck amount$0.00
ImagesFront and back capturedReady
Estimated availabilitySubject to review and holds1-2 business days
Deposit agreementBy submitting, you certify the check is eligible, has not been deposited elsewhere, and will be kept securely until LPL confirms the deposit can be destroyed.

Deposit submitted

Deposit ID: MCD-5926

$0.00 to Primary BrokerageIn review

You will receive a confirmation when the deposit is accepted. Funds are generally available within 1-2 business days, but longer holds may apply.

What happens next

Image and eligibility reviewLPL reviews amount, endorsement, and duplicate-deposit riskToday
Funds availabilityAccepted deposits may be subject to holds1-2 days
Keep the paper checkStore securely until the retention period has passedDo not shred

Insights

Discover what matters now

Portfolio insights, market context, education, and advisor-shaped ideas tied to your household plan.

DJIA NASDAQ S&P 500

Market data delayed at least 15 minutes. Indexes are shown for educational context and are not trade recommendations.

Your portfolio insights

What's trending

On our radar

Watchlist

General market news

Learn

Advisor-reviewed educationGuided

Insights may be personalized by your household, holdings, goals, and advisor settings. Recommendations that affect the shared plan still require advisor review.

Learn

Education library

Life-stage learning, calculators, and advisor-reviewed education tied to your household plan.

Search retirement, taxes, college, estate, lending...

Recommended for your plan

Calculators

From Alex Lee

Protection planning intro

A short advisor-attributed education card before deciding whether to schedule a review.

Alex recommended reviewing your protection gap2 min video

Your retirement income goal is on plan, but healthcare and legacy assumptions make protection planning worth reviewing before the next annual update.

Income floor$3.2K/mo
Gap est.$72K
ReviewJune

Next steps

More

Service and settings

Documents, household access, team, security, beneficiaries, and legal.

Search documents and service tasks

My Team

ALAlex Lee, CFPLead financial advisorOnline
Security profile strongTrusted contacts, legal disclosures, alert settings, and privacy controls are available here.

Service

Service cases

Track account maintenance, document, advisor review, and security requests in one place.

Open4
Waiting on me1
Closed12

Open cases

Case timeline

Request capturedClient action submitted with household contextDone
Assigned ownerMaya Rivera or Alex Lee depending on request typeNow
History savedDocuments, notes, and receipts remain visible hereAudit

Life events

Plan a life event

Start a guided checklist for events that may reshape goals, taxes, cash flow, or household access.

DraftParent care
Templates5
AdvisorReview

Choose a checklist

Relationship

My Team

Your financial advisor, office contacts, and ways to connect.

AL Alex Lee, CFP Lead financial advisor · Appleseed Investments Specializes in retirement income, tax-aware investing, and family education planning.

Office contacts

Contact information

Office location

Office hours

Monday-Friday8:30 AM - 5:00 PM ETOpen
After-hours supportUrgent account access and security issues24/7
Know someone who could use guidance?

Share Alex Lee's contact information with a friend or family member. Your account details are never included.

Contact and social disclosureUse secure messaging for account instructions or sensitive information. Social links open external sites and may be subject to separate privacy policies.

Goal

Goal detail

Progress, assumptions, linked accounts, and next steps.

Edit Goal

Edit goal

Update client-facing details. Advisor-controlled assumptions and linked accounts remain unchanged in this prototype.

Summary values

Advisor review stays intactEditing changes what the client sees on this goal detail screen. Linked accounts, advisor review state, and generated plan-impact rows are not changed here.

Add Goal

What goal are you planning for?

Choose a category so Horizon can ask for the right details, resources, and assumptions.

Advisor review built inClient-created goals stay in draft until Alex Lee reviews assumptions, funding sources, and any plan tradeoffs.

Goal Details

Support parent care

Required fields capture the goal name, target, date, priority, and funding expectation.

Priority

Linked Resources

Choose what supports this goal

Link accounts, policies, credit lines, or documents so the plan can explain where support comes from.

Scenario Assumptions

Model the tradeoffs

Assumptions help your advisor understand the range before approving anything in the shared plan.

Base case$2K/mo
Duration36 mo
Plan impact-2 pts

Scenarios to review

Advisor Review

Ready to send to Alex Lee

This stays as a draft goal until your advisor confirms assumptions and updates the official plan.

Support parent careDraft

$96,000 target, $2,000 monthly support, three linked resources, and two scenario sensitivities.

What Alex will review

Required fieldsName, target, timing, priority, and monthly fundingReady
Linked resourcesCMA, taxable brokerage, and SBLOC backup liquidityReady
Scenario assumptionsBase case, higher cost, and longer durationReview

Draft Saved

Goal sent for advisor review

Support parent care now appears in My Plan as a draft and in the May plan review agenda.

StatusAdvisor
Draft IDG-2049
Plan impact-2 pts

Account

Account details

Summary, actions, positions, and activity for this account.

Balances

Balance details

Available cash, settled funds, buying power, and linked-source timing.

Net worth$2.96M
Cash$116.7K
Credit$350K
Available cashReady to transfer or invest$116,710
Pending settlementExpected tomorrow$18,420
Held-away balancesUpdated May 17$190,210

Giving

Charitable giving

Track donor-advised fund intent, QCD eligibility, grant history, tax documents, and legacy planning context in one place.

Legacy intent$50K
YTD grants$12.5K
Tax docs3
Giving review for annual planLegacy

Alex can review whether gifts should come from appreciated taxable assets, a donor-advised fund, or future IRA distributions once QCD age eligibility applies.

Giving vehicles

Grant history

Tax and documents

Planning guardrailHorizon can organize giving intent, grant history, and documents, but charitable deductions, QCD treatment, and DAF funding decisions require advisor and tax-professional review.

Tax Center

Tax planning and forms

See tax documents, advisor-uploaded planning packets, tax-aware activity, and items that may need review.

Docs ready6
Tax liability$42.8K
Harvest est.$6.4K

Planning estimate

Estimated annual tax liabilityPlanning
Federal$34.2K
State$8.6K
Withheld$29.4K

Estimate uses year-to-date income, realized gains, Roth conversion draft amount, and advisor-uploaded tax assumptions.

Tax documents

Tax-aware actions

Fees

Understand costs

See advisory, product, account, lending, and service costs in the same place as your plan.

Trailing 12 mo.$12.4K
Advisory$7.8K
Product + lending$4.6K

Trailing 12 months

Total household costsMay 2025-May 2026
Average assets$2.36M
Blended cost0.53%
Monthly avg.$1.03K

Plain-language math: $12,420 of costs divided by $2.36M average household assets equals an estimated 0.53% blended annual cost.

Per-account fee table

Fee visibilityHorizon explains where costs come from and connects them to accounts, products, and advisor-reviewed planning decisions.

Distributions

RMD and withdrawals

Plan required distributions, retirement withdrawals, Roth conversions, and tax withholding with advisor oversight.

Roth conversion requestAdvisor review

$18,420 is waiting for tax coordination notes before custodian release. This keeps status visible to the client and advisor.

Distribution actions

Account Admin

Maintain household access

Manage beneficiaries, trusted contacts, account preferences, access, standing instructions, and maintenance tasks.

Complete8
Needs review3
Pending2

People & access

Account preferences

Maintenance and elections

People & access

Beneficiaries

Add and edit primary, contingent, TOD, and account-level beneficiary details for eligible household accounts.

Complete3
Review1
Pending1

Household beneficiaries

Account coverage

Advisor reviewChanging beneficiaries can affect estate, tax, and account-registration outcomes. Horizon can prepare the request and keep documents visible, but final processing may require signatures and custodian acceptance.

People & access

Trusted contacts

Review trusted contacts who may be contacted for account-protection concerns without granting account access.

Not account accessTrusted contacts cannot transact, view balances, or change profile details. Use Authorized users for delegated access.

Account preferences

Paperless and delivery

Choose whether each document type is delivered electronically or by mail.

Paperless2
Mail1
Document types3

Document delivery

Document delivery

Statements

Choose how monthly, quarterly, and annual account statements are delivered.

Preferred delivery method

Current selectionStatements are set to paperless for all eligible household accounts.

Document delivery

Tax Forms

Choose how annual tax documents like 1099 packages are delivered.

Preferred delivery method

Current selectionTax forms are mailed today. Switching to paperless can still keep copies available in Documents.

Document delivery

Trade Confirmations

Choose how trade execution confirmations and related notices are delivered.

Preferred delivery method

Current selectionTrade confirmations are set to paperless and remain archived in Documents.

Account preferences

Account nicknames and display

Rename, group, reorder, or hide accounts in household views while preserving official account records.

Account preferences

Notification preferences

Manage push, email, text alerts, planning updates, service notifications, and quiet hours.

PushOn
EmailOn
Quiet hoursSet

Alert settings

People & access

Authorized users and household access

Manage household members, authorized viewers, and delegated request permissions.

People & access

Transfer-on-death settings

Review TOD registrations and account-level inheritance routing for eligible non-retirement accounts.

TOD vs beneficiaryRetirement, insurance, annuity, and taxable accounts can use different beneficiary or transfer-on-death rules. Horizon keeps the distinction visible.

Maintenance

Standing instructions

Review saved bank links, recurring transfer directions, and default instructions for eligible money movement.

Transition Support

Track advisor, claim, and transfer status

See who covers the household, what inherited-account claim steps remain, and where transfer-out/offboarding requests stand.

Advisor ETA24h
Claim3 of 5
ACAT outDraft
Coverage while things changeBeacon ready

Maya Rivera is listed as interim service lead. Alex Lee remains visible for planning history, and any new advisor handoff will appear here before household action is needed.

Advisor transition

Inherited-account claim

Transfer-out and offboarding

Original onboarding checklist

Core account transferPrimary Brokerage and IRA completeDone
Transition guardrailThis hub tracks status, documents, and requests. Advisor changes, inherited-account setup, and ACAT transfers still require identity verification, signatures, custodian review, and any applicable legal or tax guidance.

Maintenance

Cost basis and tax lots

Review default disposal methods and tax lot preferences for taxable investment accounts.

Tax-aware guardrailHorizon can show current elections and route change requests, but tax consequences should be reviewed with a qualified tax professional.

Account preferences

Dividend and cash sweep

Manage dividend reinvestment, income destination, and sweep preferences where eligible.

Account preferences

RMD preferences

Set future distribution defaults, withholding preferences, and destination instructions for eligible retirement accounts.

Maintenance

Account restrictions and alerts

See trading permissions, document holds, margin/options status, and account-level alerts in one place.

Alerts2
TradingOn
Holds1

Accounts

Balance Verification Letter

Get an official balance verification letter for your LPL Financial accounts—useful for loans, real estate, visas, and more.

How would you like to display your balances?

Select the accounts.

Choose one or more eligible LPL Financial accounts to include in your verification letter. Held-away accounts cannot be verified.

Customize Options

Would you like to add the recipient information?

This information is optional. If left blank, it will not appear in the letter.

Your Letter is Ready

Successfully created

Your balance verification letter has been generated and saved to Documents > My Files.

1055 LPL Way
Fort Mill, SC 29715
lpl.com
Member FINRA/SIPC

May 26, 2026

XYZ Title Company
Attn: John Smith
123 Main Street, Suite 100
New York, NY 10001

To Whom It May Concern:

LPL Financial confirms that Jordan Park maintains the accounts listed below. This balance verification letter was generated at the client's request for account verification purposes.

AccountBalance
Primary Brokerage ••••4821$1,842,103
Brokerage IRA ••••2203$284,091
Strategic Cash Account CMA ••••6614$68,500

Please be aware that account values may fluctuate and are not a guarantee of future value. This letter is not an offer, recommendation, or statement of investment suitability.

Sincerely,
LPL Financial

You may also download this letter to your device and share it.

Documents

Statements, forms, and files

Access account documents, advisor reports, signature packets, and files shared with your team.

Search statements, tax forms, uploads...

Needs attention

Recent documents

Advisor reports

My Files

Upload files for your advisorSecure

Add tax documents, estate documents, outside statements, or forms your team requested.

Estate documents

Secure document sharingUse My Files for sensitive documents. Do not send account instructions through uploaded files unless your advisor has requested them.

Profile

Jordan Park

Personal details, communication preferences, and household role.

Personal informationAddress, phone, email›
Alerts and notificationsPush, email, and text›
Household rolePrimary account ownerOwner

Settings

App settings

Manage preferences, documents, and app behavior.

Default landing viewMy Plan›
Paperless deliveryStatements and confirmsOn
Quiet hours8:00 PM - 7:00 AM›

Notifications

Notification history

A complete history of plan, advisor, account, document, and security notifications sent to this household.

Unread0
This week8
Saved24

Recent notifications

Security

Security Settings

Login, authentication, devices, and trusted contacts.

MFAOn
BiometricReady
Sessions3

Authentication controls

Active sessions

Access

Authorized User Access

Review who can view or act on household accounts.

APAvery ParkHousehold memberView + act
IPIris ParkBeneficiary education viewView
Invite trusted contactAdvisor review may be required›

Legal

Disclosures

Required legal, privacy, and investment disclosures.

Account agreementsBrokerage, cash, and advisory agreements›
Privacy noticeUpdated May 2026›
Market data disclosuresQuotes, research, and educational content›

Help

Ask Beacon anything

Ask about your plan, goals, accounts, markets, documents, service tasks, or when you should talk with your advisor.

What is on your mind?AI assistant

Beacon starts with your household context and can answer directly, open a screen, prepare a request, or route to your advisory team.

Beacon can help with

Try asking

Escalation built inBeacon can answer common questions first. If a request needs advice, account instructions, or human support, it can package the context and route you to chat, call, or your advisor.

Horizon

Prototype onboarding demo. No information is collected or transmitted.

Welcome

Start with your plan

Horizon opens with your advisor-created plan, so goals, cash flow, accounts, and next steps stay connected from the first tap.

What you see firstMy Plan
Plan health79%
Goals7 + 1
Net worth$2.96M

Accounts support the plan, but the plan leads the experience.

Trusted data

Confirm the financial picture

Horizon labels where each account came from, when it was refreshed, and what still needs review.

Advisor set upLPL accounts verified for planning use.
Linked accountsHeld-away banks and investments refresh read-only.
Manual valuesHome, liabilities, and other assets stay clearly marked.
Why it mattersStakeholders can see how account/source verification supports a complete household balance sheet without hiding data quality.

Guidance

Meet Beacon and your team

Beacon can answer plan, account, market, document, and service questions, then route sensitive decisions to your advisor.

Ask Beacon anythingAI helper

“Why did my confidence move, and should I increase Iris’s 529 contribution?”

Beacon explainsPlain-language answers tied to the household plan.
Alex reviewsPlan changes and governed actions stay advisor-aligned.

Ready

Your plan is ready

Jump into the same My Plan experience returning users see, with account sources, Beacon, and advisor collaboration already connected.

Plan healthConfidence Zone
79%

Probability of Success

Updated today

Alex Lee can see the same household view and next-step context.

Beacon
Ready to help
Live Chat
Connecting...
Call Support
Voice support line
Choose call reason
Beacon can pass this context to the support team.
Ready to call about documents
Your household view, selected account, and recent Beacon context can be shared with the associate.