Client Dashboard FAQ

Frequently Asked Questions

Quick Start
Where do I login?
I forgot my password. How do I reset it?
How do I access the Dashboard on my mobile device?
How do I add a new account to my Dashboard?
An account balance is not updating. How do I fix this?
How do I allow Illumination to view my spending summary?
How do I share documents with Illumination?


 


 
Quick Start
Welcome to Illumination Wealth’s Client Dashboard. This tool will help you see all of your finances in one place and provide a way for us to share information about your finances securely.

Please use the steps below to get started using the Dashboard, and feel free to look around.

Step 1: Add Accounts

Please add any financial institutions to which you have online access. These would be accounts like bank accounts, credit cards, investments, loans, and mortgages.

  1. On the Home page in the Accounts box on the left click + Add Account
    Add Account

  2. If you have an online login for the account you want to add, click I have an online login to this account.
  3. Search for your financial institution by name or URL and click Search. (NOTE: You may see many search results listed. Choose the one that most closely corresponds to the account you are adding.)
  4. Enter your login credentials and click Connect. (NOTE: The system may ask you to verify yourself with a pin code texted to you or security questions.)
  5. If your account was successfully connected, you will see a message indicating that.
    Successfully Added Account

  6. Click Continue and you will be taken to the list of all accounts.
  7. To add a new account, click the Add button in the upper right corner.

Step 2: Review and Categorize Spending

As we begin the planning process, it is important that we get a clear picture of your living expenses. From the accounts you have added, the Dashboard will pull transactions which can be reviewed and summarized by category. Please categorize the last 1 to 2 calendar months of transactions.

  1. Click Spending in the menu bar.
  2. Click the Transactions tab.
  3. Click the date range and select the last two full calendar months in the Custom Date Range.
  4. Click Apply.
    Transaction Date Range

  5. Review the categories assigned to each transaction. For any that are incorrect, update the category as follows:
    1. Click on the transaction
    2. The transaction turns yellow
    3. Select an appropriate category from the drop down box
    4. Click the Details tab below the transaction to teach the system how to categorize this transaction in the future.
      Transaction Details Tab

    5. Check the box to “Always rename transactions containing…and categorize as…”. This updates prior transactions and future transactions.
    6. NOTE: Do not check the box for payee names that are generic (e.g., “CHECK”).

Step 3: Share Spending Data

Please share your spending data with us so we can use this information in our planning process.

  1. Click Settings in the menu at the top next to Sign Out.
  2. Click the Privacy tab.
  3. Choose a radio button on the line for Matt Rinkey, Advisor.
    • Full (preferred) – allows Illumination to view all transactions and spending categories
    • Limited – allows Illumination to view only category-level information (no transactions)
  4. Click Home in the menu. There is no Save button.

Step 4: Share Documents with us in the Vault

The Client Dashboard contains a secure file storage area where we can share documents with each other. This is called the Vault. Please share any documents we have requested to the Shared Documents folder in the Vault.

  1. Click Vault in the menu.
  2. Click the Shared Documents folder. (NOTE: The My Documents folder is your private folder, and files stored here are NOT shared with Illumination Wealth.)
    Shared Documents

  3. Click the Upload Files button to upload files to this folder or simply drag and drop files from your computer to this page.

Please see additional Frequently Asked Questions below.


 


 
Where do I login?
Login to the Client Dashboard at http://illuminationwealth.com/dashboard


 


 
I forgot my password. How do I reset it?

  1. Go to the login page
  2. Click Forgot your password? under the login information
  3. Enter your email address as both username and email address
  4. An email will be sent to you with instructions on how to change your password


 


 
How do I access the Dashboard on my mobile device?

For iOS devices

  1. Go to http://illuminationwealth.com/dashboard on your mobile device in Safari.
  2. Click the Share icon (middle icon at the bottom of Safari that has a square with an arrow pointing up)
  3. Click the icon with a plus sign that says: Add to Home Screen
  4. Label it as you wish, e.g. Dashboard
  5. Click Add in the upper right hand corner

For Android devices


 


 
How do I add a new account to my Dashboard?

  1. On the Home page in the Accounts box on the left click + Add Account
    Add Account

  2. If you have an online login for the account you want to add, click I have an online login to this account
  3. Search for your financial institution by name or URL and click Search. You may see many search results listed. Choose the one that most closely corresponds to the account you are adding.
  4. Enter your login credentials and click Connect.
  5. Note: The system may ask you to verify yourself with a pin code texted to you or security questions.
  6. If your account was successfully connected, you will see a message indicating that.
    Successfully Added Account

  7. Click Continue and you will be taken to the list of all accounts.
  8. To add a new account, click the Add button in the upper right corner.


 


 
An account balance is not updating. How do I fix this?

Have you changed your password recently for the account that is not updating?
YES – Re-enter your user name and password for the account.

  • Click Accounts in the accounts box on the Home page.
  • Find the account that is no longer updating and click Click to Fix in the red banner for the account.
  • Re-enter your user name and password for that online account.
  • Click Connect.

NO – Try refreshing the connection.

  • Click Accounts in the accounts box on the Home page.
  • Find the account that is no longer updating and click the Refresh button to the right.


 


 How do I allow Illumination to view my spending summary?

  1. Click Settings in the menu at the top next to Sign Out.
  2. Click the Privacy tab.
  3. Choose a radio button on the line for Matt Rinkey, Advisor.
    • Full (preferred) – allows Illumination to view all transactions and spending categories
    • Limited – allows Illumination to view only category-level information (no transactions)
  4. Click Home in the menu. There is no Save button.


 


 
How do I share documents with Illumination?

  1. Click Vault in the menu.
  2. Click the Shared Documents folder. (NOTE: The My Documents folder is your private folder, and files stored here are NOT shared with Illumination Wealth.)
    Shared Documents

  3. Click the Upload Files button to upload files to this folder or simply drag and drop files from your computer to this page.