@Work:Your AI Wealth Assistant

Build wealth—while you work. @Work is your personal AI assistant for everything money-related at work and beyond. It helps you make the most of your paycheck, understand and use your benefits, and grow your financial life—without the stress.

Whether you’re budgeting, planning for a big goal, or wondering how to use your HSA, @Work delivers personalized, intelligent guidance—and connects you with real advisors when you need them.

What You Can Do with @Work:

Maximize your paycheck Track your spending, savings, and net worth with real-time insights.

Use your benefits wisely Understand what your employer offers—and don’t leave money on the table.

Set goals. Get guidance. From paying off debt to planning a vacation, get tailored steps that move you forward.

Ask questions. Get answers. Your AI assistant is always on—ready to help with decisions big and small.

Talk to a real advisor Need a human touch? Book time with a certified financial professional.