(above).Tip: For easier reading, click (above).
Advisor FYI Alerts provide timely reminders about important events and account changes based on the limits or other information you specify. For example, if you have an account that charges a fee if the balance is less than a certain amount, you can specify a low balance that will trigger a reminder for you to deposit money.
Advisor FYI is slightly different. It provides intelligent, personal messages that help you make smarter financial decisions. Based on principles suggested by financial experts, Advisor FYI suggests ways to more effectively manage your money, and it directs you to the areas of Money where you can make appropriate changes.
Money displays your three most recent Advisor FYI Alerts on your Financial Home Page for seven days. In your Monthly Report, you can see a summary of all the Advisor FYI Alerts you received during the month. As you use Money, Advisor FYI appears based on the data youÆve entered, and (in Financial Suite) as you read articles in Decision Center. (Advisor FYI appears in the margin of articles to show you how the information applies to you.)
To turn on Advisor FYI or customize Advisor FYI Alerts, see Customize Advisor FYI.