Downgrading
De-Syncing: When downgrading from paid, all synced accounts are automatically removed and all investment accounts are automatically transferred from “Synced” to “Manual Mode.” All current progress is maintained from the last available sync.
General Info & Use
Total Allocations Chart: The chart condenses all investment allocation data across all accounts for the current calendar year (January through December), combining expected contributions year-to-date, documented and/or synced contributions, and expected future contributions.
Initial Setup
Overview Brokerage, Roth IRA, Traditional IRA, HSA, and Traditional 401(K). By default, the “Financial Framework” is a model that spans a full calendar year (January 1st through December 31st) that repeats infinitely until changed or cancelled. The objective of the framework is to create a recurring yearly model which allocates “Investable Cash Flow,” and then track this allocation incrementally on the “Allocations” dashboard. If a user joins mid-year (June - December, for example), the framework is implemented for the current calendar year with no progress documented yet for the months backdated to January; the model refreshes for the full calendar year in the following year.
Upgrading
Connecting Accounts: When upgrading to paid, users gain the ability to connect one or more financial institutions to sync investment allocations from multiple accounts. Users are not forced to sync an account when upgrading. To first connect an account, users may go to the sidebar located at the top left of the screen, press “Account Information”, scroll down, then press “Connect your brokerage account.” Users shall follow the prompts to link an account with Vassant. Users may connect more than one financial institution, up to 5 maximum. Additional requests to connect more should be sent to support@vassantfinance.com.