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  1. Empower Personal Dashboard Support
  2. Getting Started

Getting Started

Overview

  • Does Empower Personal Dashboard Collect Tax Information from my Financial Institution?
  • Dashboard Overview
  • Using the Budgeting Widget
  • My Accounts Panel Overview
  • Transactions Overview
  • What is the Cash Flow Graph, and How is it Useful?
See all 13 articles

Calculations

  • Investment Income, Dividends Received, and Advisory Fees not showing in Cash Flow/Budgeting Tools
  • How are yearly and weekly spending goals calculated?
  • How is average spending calculated?
  • What is the You Index®?
  • Retirement Fee Analyzer Calculations Overview

Security

  • What is the Mobile Authentication Feature?
  • How to Use Mobile App Verification
  • Troubleshooting Issues with Mobile App Verification
  • Enabling Mobile App Verification for Empower Personal Dashboard
  • Can anyone at Empower Personal Dashboard access my credentials?
  • Multiple Layers of Security
See all 12 articles

Linking Accounts

  • Can I Import My Data from Mint?
  • Bank of the West Account Migration to BMO
  • Changes to E*TRADE Accounts Following the E*TRADE Acquisition by Morgan Stanley
  • Account Linking Tool
  • Can I Link My Insurance Account?
  • Can I link an international account in Empower Personal Dashboard?
See all 10 articles

New Linking Process

  • New Account Linking Process with Open Authorization
Empower Personal Dashboard Support