WealthCharts Guided Tours

Whether you have just logged into WealthCharts for the first time or you have reloaded the Tour Guide of the platform, here are the different chapters it will show:

As you go through the Tour Guide, you you will see "Next" and "Back" buttons to navigate through the tour, as well as where you are within the guide. Finally, you can skip the tour at any time by selecting Skip Tour at the bottom left of the menus below:

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