New! “Chat with Frank” button on Insights: Now its easier to dig into Insights from Frank with just the click of a button to start a conversation.

New! Peer Comparison Insight: See how your finances stack up against similar peers.

New! Share an Insight: You can now email an Insight to someone else of your choice. Click the “Share” button in the page header for any Insight to see your sharing options: Email, Copy, or Print.

Bugfixes:

• Recategorized “inactionable” monitors as “Strengths”.

• Refined the Transactions page header on mobile so you can search and filter properly.

• Fixed and issue when linking Fidelity accounts with donor-advised funds types included.