Boldin

How Do I Change the user ID/ email or password on my account?

This article explains how to reset the password for your account

How Do I Reset my Password?

This article describes how to add 2FA to your Boldin Account

How Do I add Two-Factor Authentication to my Account?

This article shows where to change your payment method.

How Do I Update My Credit Card Info?

Learn more about printing your plan and accessing all of your data

How Do I print or download my plan?

Are You Wondering How to Submit Bugs to the NewRetirement Team?

How do I submit feedback, feature requests and bugs?

This video provides and overview of the download and print features of the Boldin financial planning platform.

Video: How do I download or print my Plan?

This article describes the options for marital status in My Plan

Changing marital status in My Plan

How Do I set my Longevity and Retirement Age?

Nancy Gates

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