How To Add An Account To MoneyGuidePro®

1. Log into MoneyGuidePro®

2. My Snapshot

3. Accounts

4. Add An Account

5. Look for the financial institution

6. Type your user ID and password

7. Connect

8. If you have trouble connecting the account on MoneyGuidePro®, click on “Need help?”

9. Request Support

10. Fill out the information then “Submit”

11. You will receive a confirmation email stating the support team has received your request.

This material is for educational use only and does not constitute tax, legal, or investment advice. Information may be changed or updated without notice. Consult with a licensed professional regarding your personal circumstances.

Please do not excerpt or copy this information without prior consent from TAN Wealth Management.