Knudge for Clients
Learn how Knudge works from your clients' perspective.
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Knudge overview for clients
Did your advisor just start using Knudge? Here's a quick overview for how Knudge will help you and your advisor keep track of all of the tasks that impact your financial life.
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Getting started using Knudge
An overview of using Knudge for clients, including completing items, customizing reminders, snoozing reminders, and messaging.
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Using Knudge via text
Learn how to sign up for text notifications in seconds and interact with nudges and message your advisor through your phone
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Using the Knudge app
Work with your advisor on shared to-do list and more when you register for the app (it's free!)
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