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Notes
The Notes section in Transfers & Tools is an easy-to-use, secure location for you to capture ideas, questions or simple reminders regarding your financial goals and priorities.
Frequently asked questions
How do I add a note?
Select Add Note, make your updates and select Save.
How do I edit a note?
Select the note you’d like to edit, make your updates and select Save.
How do I delete Notes?
There are two ways to delete notes:
1. Select the note you’d like to delete, then select Delete.
2. Select Edit, then select the note(s) you’d like to delete and select Delete.
What if I accidentally delete a note?
You can easily restore a deleted note. However, deleted notes are permanently deleted after 60 days.
How do I restore deleted notes?
There are two ways to restore deleted notes:
1. In the Deleted Notes tab, select the note you’d like to restore, then select Restore.
2. In the Deleted Notes tab, select Edit. Then select the note(s) you’d like to restore and select Restore.
Will my notes ever be deleted?
No. Your notes will remain available to view or edit unless you decide to delete them.