Using the Knudge app

    Work with your advisor on shared to-do list and more when you register for the app (it's free!)

    This demo walks you through the Knudge app and all of the additional functionality you receive as a registered user. We’ll cover:

    • Registering for the Knudge app
    • Updating your contact information
    • Customizing your display preferences
    • Customizing notifications
    • View all of your nudges by due date and by calendar view
    • The mobile app experience

    Check out our Knudge for Clients tour to see the full client experience using Knudge via email, text, and app.

     

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