When you are connected to an advisor, you have one conversation with them in Policy Stack. Open it from Advisor in the sidebar or Message advisor at the top of any page.
Who is in the conversation
Your household has one conversation with your advisor's practice. Your partner sees the same messages you do. Your advisor's team members can read and reply too.
Things your advisor shares
Your advisor can share a document, a debt payoff plan, or a scenario from a tool into the conversation. Shared items also appear under Shared with you.
- Documents open with Open.
- Plans open with Review plan. A plan is a Scenario until you accept it. Nothing changes in your records unless you accept it.
- Scenarios from tools such as Financing Modeler open with Open scenario. It is a read-only copy of what your advisor sent and changes nothing in your records.
If your advisor withdraws an item, it shows as Withdrawn and no longer opens.
Telling your advisor something is ready
Above the message box are quick replies:
- I’m done loading my liabilities
- I’m done updating my policies
- I updated my information