Frequently Asked Questions

Check this page for answers. Or, you can call us at 678-608-0420


  • QHow do I set up a budget?
    A

    We have worked hard to figure out a way to make budgeting more understandable and also to help make it more prevalent...

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  • QWhat is Benjamin?
    A

    Benjamin is the personification of our digital advising algorithm. Benjamin is able to run a complete analysis as soon as you link an...

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  • QHow do i refresh my account balances?
    A

    Click the gear icon within the left hand navigation bar. Once you have clicked this two buttons will appear next to each...

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  • QHow do I reset my password?
    A

    From the log in screen you can click the button “Forgot Password?” and an email will be sent to the particular email...

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  • QWhat is Wela?
    A

    Imagine a world where you are given financial advice, in real-time, in real world scenarios, personalized to YOU. Wela is changing the...

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  • QIs Wela Free?
    A

    The technology platform is FREE to use. The only time you would be required to pay a fee is if you ever...

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  • QHow do I delete an institution?
    A

    Click the gear icon on the left hand navigation. Then next to the account you want to delete click the gear looking...

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  • QI need to speak with a financial adviser and also need someone to help me with Wela.
    A

    Set up a time here to speak with an advisor - Setup a Call

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