Step 1
Open the related recommendation or alert.
Step 2
Review the records and explanation behind it.
Step 3
Confirm an action only when it matches what you want.
Common questions
Does Adviser change my financial data automatically?
No. Guidance can suggest a next step, but changes to confirmed financial data should remain under your control.
What should I do with an Adviser alert?
Open the related transactions, account, report, budget, or goal. Confirm that the pattern is real, then decide whether to adjust your plan or simply keep watching it.
Can I ask a follow-up question?
Yes. Follow-ups help you narrow the time period, account, category, or decision you want to understand.
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