FAQs

wyg is your comprehensive wealth management platform that helps you organize, track, and grow your financial portfolio. We connect you with professional advisors and provide tools to manage all your financial products in one place.

1. Create your account
2. Add your first financial product using the "Add product" button
3. Connect with advisors in your preferred areas
4. Set up your notification preferences

We support a wide range of financial products including:

• Investment ISAs
• Personal Pensions
• Life Insurance
• Home Insurance
• Mortgages
• Savings Accounts

Our advisors provide expert guidance in several ways:

• Portfolio review and optimization
• Investment strategy planning
• Risk assessment and management
• Tax efficiency recommendations
• Estate planning advice

We implement multiple layers of security:

• Bank-level encryption for all data
• Two-factor authentication
• Regular security audits
• Secure data centers
• 24/7 monitoring

Only you and the advisors you explicitly grant access to can see your information. You can manage access permissions in your privacy settings at any time.

Go to Settings > Profile and click "Edit profile" to update your personal information. For security-related changes, visit the Security section in your settings.

Yes, you can export your data in various formats from the Documents section. This includes portfolio summaries, transaction histories, and tax documents.