Customize Advisor FYI
Tip: For easier reading, click 
(above).
1 On the
menu bar (The horizontal bar at the top of the window containing the names of all of the Money menus. The menu bar appears below the title bar.), click
Tools.
2 Click Customize Advisor FYI. The Advisor FYI Options dialog box appears.
3 On the Choose Advisor FYI tab, check each type of advice that you'd like to get.
If you're not sure what an alert does, click it and read its description to the right.
4 Click the following tabs and complete the related information, depending on the reminders you want to receive:
- Account Balance Limits for a reminder when your account balance hits a certain amount.
- Monthly Spending for a reminder when you've spent a certain amount on a type of expense.
- Important Dates for a reminder about important dates.
- Investment Prices for a reminder when your investments hit a certain price.
- And so on.
How do I display Advisor FYI Alerts on my Financial Home Page?
On the Choose Advisor FYI tab in the Advisor FYI Options dialog box, check Show Advisor FYI on Money Home. All of the Advisor FYI Alerts you've turned on in this dialog box will now appear on your Financial Home Page (when the settings you specified trigger the reminders). To hide the Advisor FYI Alerts, uncheck this option.