Here you have the Clients page. This is the page you will begin with every time you login to your Financeware account.

To get back to this screen from anywhere in the site, click on the "CLIENTS" link in the upper right corner of the window. (1)

To add a new client, click on the link in the upper middle of the screen, ADD NEW CLIENT(S) (2).

Once you have created a client, you will find the client?s name in a list located under the CLIENTS tab (3). To begin entering plan data for your client, click on the client?s name.

For information about your account with Financeware, visit the MANAGE MY ACCOUNT (4) section in the top right corner.

Visit the NEWS AND UPDATES (5) section to find additional information about the Wealthcare process, educational content, sales material and training.