Elements Onboarding Steps

Walk through these steps to set up your Elements app

Step 1. Create Your Elements Account

1. Create your login using the QR Code

or CLICK HERE

2. Download the app

3. Login and complete onboarding

Step 2. Add Accounts

Here is a quick video on how to connect your account through Plaid.

When you are ready to enter an account, hit the + button at the bottom of your ‘Net Worth’ screen. You can connect an account with Plaid or manually enter an asset or debt.

Step 3. Populating the Elements

Add Spending

On the Elements Page under ‘Cash Flow,’ click on ‘Spending.’ Here, you can update your monthly spending. NOTE: This includes any debt payments

Add Taxes

On the Elements Page, under ‘Cash Flow,’ click on ‘Taxes.’ Here, you can add how much you paid in taxes in a particular year. You can also upload your tax return for each year, so that we can review it.

Add Income

On the Elements Page, under ‘Cash Flow,’ click on ‘Income.’ Here, you can report your income source(s).

Add Insurance

On the Elements Page, under ‘Risk,’ click on ‘Insurance.’ Here, you can add life, disability, and/or professional insurance.

Step 4.

Congratulations – You’ve just set up your scorecard!

Now click below to schedule your Onboarding Appointment!