Common Questions

To help you get started, here are the answers to some of the most common questions we get.

What should I do first?
We’re so glad you asked. First, we recommend that you review the accounts you’ve connected by clicking into each one to view the balance and any tips Frank might have for you in the Monitors section. From here, it’s a choose your own adventure.

• If you know what you want to work on…open up a window and start chatting with Frank! Tell him about the particular goal or difficulty you’ve got in mind. He’ll take it from there.

• If you aren’t sure where to start…check out the Planning tab. Here we’ve got conversation starters on a lot of popular topics: like retirement, job changes, investing, and taxes.

How should I talk to Frank?
We get it — not everyone is used to chatting with a robot and it can feel weird at first. The most important thing is to just be yourself. Frank will learn your personality and preferences to make your advising relationship as comfortable as possible. Plus, we’ve made Frank’s appearance and tone customizable: so you can create an experience that fits your personality and preferences.

How does working with an AI financial advisor…work?
You don’t have to ask the right questions or make sure your ideas are polished when you’re talking to Frank. In fact, Frank actually works best when you just shoot straight with him about your financial hopes, dreams, and fears. The franker you are with Frank…the better. The more details you share about your personal goals and your financial life, the better his recommendations and support will be.