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Help Center

Wealth Manager

Wealth Manager

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 file types are eligible for upload into the document vault?

What are my options if I have questions about anything else?

What technology do I need to access Wealth Manager?

How do I access HW Wealth Manager?

What do I do if I forget myHW Wealth Manager password?

Security

How is my account information protected?

What do I do if I forget my 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?

What can I do to protect my account data?

Who has access to my account login and passwords?

Where is my account information stored?

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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?

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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 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?

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