Keeping your plan up to date

It’s important to keep your plan up to date as life changes or new information comes in. Making sure everything is accurate gives you a clear and current view, which can be really helpful down the road.

Thankfully, our Plan Review feature makes this simple. It walks you through all the items in your plan and shows you exactly where updates can be made.

Reviewing your plan with a partner or trusted adviser is a great way to reflect and plan for the future. Just choose how often you'd like to review, and we’ll send you a reminder when it’s time.

You can easily access the Plan Review page by clicking 'Plan Review' in the menu at the top right of your screen.