When you have a question, your first stop should be the help center which has a searchable database of articles and videos that should prove useful. You can access it from the Chat feature or link to it from the left menu. Just type the topic in the search bar ⌨️

Check out the on-demand Get Started Series, library of in depth courses and daily live events in the Classroom 🏫

If you still aren't sure how to model your scenario, think there's a bug in your plan, or have a technical question about our software, you can ask for help through the chatbot located toward the screen's bottom right

Many of our subscribers have also joined our group on Facebook and our SubReddit where you can take advantage of the collective knowledge of your peers

Learn how to maximize the tools for a wealthy and secure future.

Boldin offers 1:1 private sessions with platform and financial wellness experts. These 50 minute sessions, at a reasonable price of $250, can provide reassurance that your data is entered correctly.