Client list
A list of your clients, including yourself, is displayed here. When you select the 'view' option for a client, you will be directed to that client's dashboard, and you can work on that client. You will always be able to tell who you are simulating from the username displayed in the top navigation bar. To work on a different client, you can return to this list from the dashboard and select a different name.
Advisor accounts also have the same free trial and the trial subscription option on their own account, but for client accounts opened by advisors, payment is required immediately.Senior clients (65 and up) expected to receive GIS past age 65 can be added for free. Please respect that feature of the MoneyReadyApp meant to make financial advice more accessible to low-income seniors. If it is abused, we will remove it. If a scenario is run in the TIME MACHINE where the client or spouse does not receive GIS past age 72, no result will be shown, and the client will become payable.
We encourage you to use the free Trial on your own account to get familiar with the site before adding client accounts. You can use a typical client for that purpose. You can also add free low-income seniors for free for further trials. Note that as that as one user, you may not see all functionalities of the site, since it adapts based on the user entries. We strongly advise you to read over the eBook, which describes all you can do.
When you add a client you can enter an email address for them (this is optional) that will allow them to login into a much-reduced version of the site. They will able to enter and edit their data, but will not have any tools available, (like the TIME MACHINE). You can revoke their privilege by simply deleting the email address in the profile.