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Reports and Alerts

Introduction to Reporting and Alerts

Tracking progress over time means being able to see where you stand today. The Lucia Personal Financial Website includes an extensive list of reports, including your net worth statement.

You can also create a custom set of alerts to notify you of important personal dates like birthdays anniversaries, as well as notifications regarding account and investment changes. An especially useful tool here is one that can alert you about 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

How to Access Your Net Worth Statement and Customize Alerts

Downloads

Customizing Alerts

Stay Aware with Alerts

Need help?

We’re here for you.

Sometimes figuring out what to do first—or next—can be confusing. We’re here to help you sort out and resolve any issues you may be encountering. If you want help getting started, aren’t sure which action to take next, or need someone to guide you through the process from start to finish, you can easily get in touch with us here at Lucia Capital Group by calling (800) 644-1150.

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Reach out to our technical support team if you need help with your Personal Financial Dashboard.

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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.