Finntalk Client

FinnTalk Household is your comprehensive wealth management companion, designed to bridge the gap between you and your financial advisor.

KEY FEATURES

Voice-Activated Financial Assistant
Ask questions about your accounts using your voice. Get instant answers
about 401(k)s, IRAs, Roth accounts, trusts, and more. Save frequently
asked questions to favorites for quick access.

Portfolio Management
View all your investment accounts in one place. Track stocks, ETFs, mutual
funds, and other assets across multiple custodians including Schwab, TD
Ameritrade, Wells Fargo, Raymond James, RBC, and LPL. See real-time
balances and asset class breakdowns.

Advisor Scheduling
Book appointments with your financial advisor directly from the app. View
upcoming meetings, reschedule when needed, and access your advisor's
contact information.

Statements & Reports
Access your transaction history with powerful filtering options. Download
reports by category and track the status of all your financial activities.

Educational Resources
Explore articles, videos, and podcasts to enhance your financial
knowledge. Use the built-in glossary to understand financial terminology
with audio pronunciations.

Secure & Connected
Link your bank accounts securely. Manage your profile, update your
information, and sign documents digitally—all within a secure environment.

Support When You Need It
Create and track support tickets directly in the app. Get help from your
advisory team whenever you need it.

FinnTalk Household puts the power of wealth management in your hands,
making it easier than ever to stay informed and connected with your
financial future.