Finance 101

What is Finance?

Finance is a module within our Engage dashboard which helps users learn to manage their financial health with interactive assessment tools and educational guides. Finance suggests ways to set and achieve meanin...

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How do I get into my Finance portal?

When you're logged into your Engage dashboard, navigate to the Finance module at the top of your dashboard. Once in your Finance module, click on the Finance Portal button to enter your Finance dashboard whe...

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How do I complete activities in my Finance portal?

When you're logged into your Engage dashboard, navigate to the Finance module at the top of your dashboard. Once in your Finance module, click on the Finance Portal button to enter your Finance dashboard whe...

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My Finance Points don't Match!

We've partnered with Edukate, who's financial wellness dashboard allows users to choose a specific focus, from planning a wedding, to managing student loans and retirement readiness, and complete courses. Beca...

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How do I change my Finance Focus?

You'll be able to choose a financial focus in your Finance Portal: Budgeting, Purchasing a Vehicle, Estate Planning, Retirement Readiness, Purchasing a Home, Having a Baby, Getting Married, Manage Credit/Debt a...

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Are there other courses or activities I can complete in Finance?

Yes! Your Finance Portal offers not only articles related to your specific focus (Budgeting, Purchasing a Vehicle, Estate Planning, Retirement Readiness, Purchasing a Home, Having a Baby, Getting Married, Manag...

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How private is my information in Finance?

All information in your Finance Portal provided by employees is and will remain confidential from other employees and your Admin. Any information is protected and is never shared. Aggregate reporting is avail...

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I completed a Finance activity but my points didn't update?

If you've completed activities in your Finance Portal, be sure to refresh your Engage dashboard and your points should automatically update too. Remember, each activity that is completed is worth five points ...

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How do I view my company's retirement documents in my Finance portal?

Some companies choose to share their retirement documents with their employees in the Finance portal. To view these, first log into your Engage account and then click into the Finance module. You'll want to log...

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