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Wealth Manager
- What file types are eligible for upload into the HW Wealth Manager document vault?
- What do I do if I forget my HW Wealth Manager password?
- What are my options if I have questions about anything else?
- How will I log into HW Wealth Manager after my initial login?
- Can I access HW Wealth Manager on my tablet? Is there an app?
- What technology do I need to access Wealth Manager?
- How do I access HW Wealth Manager?
Security
- Where is my HW Wealth Manager account information stored?
- What can I do to protect my HW Wealth Manager account data?
- Who has access to my HW Wealth Manager account login and passwords?
- How is my account information protected in HW Wealth Manager?
- What do I do if I forget my HW Wealth Manager username?
- How do I change my HW Wealth Manager password?
- What happens to my information if I unsubscribe from the Wealth Manager service?
- Can I share my access to HW Wealth Manager with others?
- How is my account information protected during transmission?
My Plan
- Do the financial plan results update daily within the My Plan tab?
- Who should I contact with a question about a financial planning related topic, or input within the "My Plan" section?
- Why do I not see the "My Plan" tab?
- Do changes I make in the Play Zone change the financial plan results?
- What information is available in the My Plan tab?
- Why do I not see the "My Plan" tab mentioned above?
Account
- What do I do if I can't find one of my account providers when I'm trying to add an account to HW Wealth Manager?
- What type of performance reporting and other reports can I see in HW Wealth Manager?
- Can I change the account nickname under Account Info?
- Why is my HW Wealth Manager account login information for my outside accounts being requested?
- Should I unlink my account to help resolve connection issues?
- The account balance showing for one of my accounts appears incorrect but my login information has not changed and the account seems to be synced. What should I do?
- I logged into my account and some of my linked account balances are red and have a red exclamation point by them?
- Do I need to link my Hancock Whitney accounts in HW Wealth Manager?
- What type of accounts can be linked in HW Wealth Manager?
- Can I view the asset allocation of all of my combined accounts in HW Wealth Manager?
- How does linking accounts help me with financial planning? What access does my Hancock Whitney advisor have relative to my linked accounts?
- Can I manually add an account or financial asset that does not have online access?
- What statements or reports will be available in HW Wealth Manager?