When you need this
- Several financial actions are competing for your attention.
- You want to understand why a priority is being shown.
Before you start
- Check whether the financial information you maintain is current.
- A recommendation can only reflect information available to the product.
Step-by-step
- Review the plan, priority or suggestion visible in your account, if available.
- Read the context provided and compare it with your commitments and goals.
- Check whether the information it appears to rely on is accurate and current.
- Decide whether the suggested action fits your circumstances; you can pause and gather more information.
- Review the result later and update your information if something changed.
What the app is doing
Planning and priority guidance is intended to help connect your financial position with a possible next step. It is not a guarantee, a prediction, or regulated personal financial advice. Recommendations may be incomplete when your information is incomplete or out of date.
Common questions
Is a priority an instruction?
No. It is information to consider. You decide whether and how to act.
Why might a priority change?
Changes in information, goals or circumstances can affect what seems relevant. Review the details before responding.
Troubleshooting
- If a suggestion seems off, first check the information you maintain and the goal or context it references.
- If you still cannot understand it, contact support with the wording shown in the app, excluding private account details.