Meeting Management

Meeting Management on the secure site on


Stay connected to your advisor on a regular basis using Meetings. Request a meeting or view details for upcoming and past meetings in one convenient location.

Talk to your advisor to learn more about viewing meetings online.

To Dos

Use your To Dos to prepare for or follow up on conversations with your advisor or to track steps needed to achieve a goal. You can share tasks with members of your account groups, too.


Manage your progress toward your goals in your Notes section. Create, delete, print and archive notes that are visible only to you.