Setting Alerts

This training guide will demonstrate how to set up alerts around your financials tied in to your personal financial management site!

1. From your Home page, click Settings.

Amarillo Wealth Manager Client Facing Alerts - 1

2. The Delivery Settings allow you to permission alerts being sent to an email and if you want to be notified on your home page that an alert has been triggered.

To add an email recipient, click the Add/Show drop down and enter in the recipients email. Click the Plus sign when complete.

Toggling ON Home Page Notifications allows you to see triggered alerts for a set number of days before they expire.

Amarillo Wealth Manager Client Facing Alerts - 2

3. Personal Financial Alerts allow you to set up notifications for things relevant to your financials – these alerts are tied to the spending information brought over through Accounts. To add accounts directly from a financial institution, please refer to the Adding Accounts user guide.

Amarillo Wealth Manager Client Facing Alerts - 3

4. Investments alerts are relating to the underlying investment holdings in your portfolio.

Amarillo Wealth Manager Client Facing Alerts - 4

5. The investments tab is made up of four components: Summary, Allocation, Analysis, and Transactions. These will provide you with an overall view of your investments as well as the ability to drill into individual accounts & asset breakdowns.

Amarillo Wealth Manager Client Facing Alerts - 5
Setting Alerts ultima modifica: 2017-04-04T02:21:15+00:00 da Adams Wealth Management

Get in Touch

600 S Tyler St #1906
Amarillo TX 79101

806.414.5494

844.342.0179

info@adamswm.com

Other Information:

Adams Wealth Management Group LLC (“Adams Wealth Management”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Adams Wealth Management in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Adams Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.