RetireGuide can only be set up for an individual client. You can include a client’s spouse, and their retirement accounts, within a single RetireGuide plan.
Articles in this section
- How can I adjust the RetireGuide assumptions?
- What assumptions are used in RetireGuide?
- What is the RetireGuide™ ?
- Can I set up RetireGuide for multiple clients?
- Is client data safe when syncing external accounts?
- Can I sync an external account on behalf of my client?
- Where can I review my client’s external accounts?