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Search our Knowledge Base for answers about WealthTrace features, account linking, billing, and retirement planning.

Popular topics: Account Linking Roth Conversions Monte Carlo Billing

Frequently asked questions

You can start with the WealthTrace knowledge base for step-by-step help articles on common software questions. You can also visit our tutorial page to watch guided videos on key planning features. If you still need help, you can contact our support team and we’ll point you in the right direction.
If you would like more personalized help, you can schedule an expert support session. During the session, an in-house Chartered Financial Analyst (CFA) can review your plan with you, answer questions, and help you better understand your results, assumptions, and planning options.
Yes. If you are having trouble linking accounts, updating balances, or understanding imported holdings, the WealthTrace support team can help you troubleshoot the issue and determine the best next step.
If it is a linked account that is not updating, first try to re-enter credentials. If there is an error that needs to be resolved, you can edit the balance manually.

For investment accounts that have have manually-entered holdings, the total balance is rolled up from the holdings themselves. Open the holdings and check that the number of shares for each holding is correct. Note that WealthTrace fetches current prices for manually-entered holdings that have valid tickers.
To add a one-time expense, go to Cash Inflows > Expenses in your WealthTrace plan. Add a new expense, enter the amount and description, and set the start and end dates to the year you expect the expense to occur.
WealthTrace will include the expense in your retirement projections so you can see how it affects your future account balances and probability of retirement success.
To help us resolve your issue quickly, please include a brief description of the problem, the WealthTrace feature you're using, and any error messages you received. Screenshots are also helpful when available.
For your security, please do not include passwords, account numbers, or other sensitive financial information.
Email these details to support@mywealthtrace.com, and our team will investigate.