“How To” Guides
The list below provides handy links to step-by-step guides for some common Justwealth procedures. You can follow the steps as you click through the Justwealth procedure in question, or alternatively you can print the steps and follow the procedure with your printout.
Guides for the Justwealth Website:
- How do I Add or Change a Beneficiary?
- How do I Make a Contribution to my Justwealth Account from my Bank Account?
- How do I Make a Withdrawal from my Justwealth Account?
- How do I Set Up a Recurring Contribution to my Justwealth Account from my Bank Account?
- How do I Edit or Stop a Recurring Contribution to my Justwealth Account from my Bank Account?
- How do I Add Another Justwealth Account to my Profile?
- How do I Access my Justwealth Tax Documents?
- How do I View my Justwealth Investment Holdings and Portfolio Types?
- How do I Transfer an Account to Justwealth?
- How do I Add or Change my Bank Account in the Justwealth Client Portal?
- How do I Upload Documents to Justwealth?
Guides for the Justwealth App:
- Justwealth App: How do I Make a Contribution to my Justwealth Account from my Bank Account?
- Justwealth App: How do I Make a Withdrawal from my Justwealth Account?
- Justwealth App: How do I Make Recurring Contributions to my Justwealth Account from my Bank Account?
- Justwealth App: How do I Add Another Justwealth Account to my Profile?
- Justwealth App: How do I Access My Justwealth Tax Documents?
- Justwealth App: How do I Transfer an Account to Justwealth?
- Justwealth App: How do I View my Justwealth Investment Holdings and Portfolio Types for my Accounts?
- Justwealth App: How do I Add or Change my Bank Account?
Can’t find the answer you are looking for, or have a suggestion for a process that could use a “How To” guide? Please feel free to e-mail us at support@justwealth.com