Take advantage of reporting and alerts
Learn about reporting and alerts
Tracking progress over time means being able to see where you stand today. Your Personal Financial Dashboard includes an extensive list of reports, including your net worth statement.
You can also create a custom set of alerts to be notified of important personal dates, like birthdays and anniversaries, as well as receive notifications regarding account and investment changes. An especially useful tool here is one that can alert you of important financial dates, such as when you receive your monthly Social Security benefits, when you need to take your required minimum distributions, and upcoming tax filing dates.
In this video, we’ll show you
- How to access the reports tab and view your net worth statement
- Ways to add and customize your alerts
Here’s how to access your net worth statement and customize alerts
Stay Aware with Alerts
No client or prospective client should assume that the information contained herein (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group, its investment adviser representatives, affiliates or any other investment professional.
Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor, and CEO of its affiliated broker/dealer, Lucia Securities, LLC, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through Lucia Capital Group. Securities offered through Lucia Securities, LLC. eMoney is not affiliated with Lucia Capital Group or any of its subsidiaries.