“Do it now. Sometimes ‘later’ becomes ‘never’.“
– Anonymous
MyWealth Records SideDrawer
Your MyWealth Records membership includes SideDrawer, a collaboration tool for secure, online document storage designed specifically for private financial and personal documents.
Follow these steps to claim and setup your no-cost, premium SideDrawer account.
Request Access
Start by setting up your MyWealth Records SideDrawer account. Read the Letter of Engagement, Request Access, and complete all required fields including the name of the active MyWealth Records member that referred you.
Claim Your SideDrawer
Check your email* inbox and spam folders for your personal invitation to claim your new SideDrawer and follow the instructions. When prompted to set up multi-factor authentication, select “Every time I log in to SideDrawer” to add a second layer of security. Once selected, click “Save my preferences”.
*Each request will be independently verified and it could take up to a week before you receive a response. Please be patient.
Learn to Use SideDrawer
Click on the “Help and Support” icon in the bottom left corner of the window and watch the Understanding your SideDrawer videos. For help navigating your SideDrawer read this Navigating your SideDrawer article.
Upload Documents
The easiest why upload documents is with the SideDrawer Mobile App for iOS and Android. After installing the SideDrawer App, log in to setup face ID and to access and scan documents.
Manage Collaborators
By default, when you activate your SideDrawer account, Member Success (SideDrawer Sponsor) will be made a collaborator. It is your responsibility to remove the Sponsor as a collaborator. To do this, navigate to the Collaborators Screen. Here you can manage permissions, add new collaborators, and delete the Sponsor.
MyWealth Records Process
The MyWealth Records process will help you take control of your wealth and ownership of the advice you pay for, by putting everything in one place and accessible using your computer, tablet, or phone.
Follow these steps for instructions on setting up each of the SideDrawer records and the type of documents to include in each one.
Step 1 – Discovery
The first step to taking control of your financial future is to document your basic financial resources and the goals you have for your wealth.
Start by reading the Wealth Profile article for instructions on how to organize basic personal and financial information, develop a wealth profile, and to establish one or more goals.
Step 2 – Advisors
When it is time to engage the services of one or more financial professionals, you should maintain records of all interactions and recommendations made.
Read the Meeting Notes article for instructions on how to take effective notes and save them here to avoid costly misunderstandings related to advice agreed to.
Read the Advisor Contacts article for instructions on the different types of records you should maintain here to ensure you have a history of the people you work with.
Read the Analysis & Planning article for instructions on the different types of records you should maintain here to ensure the advice you pay for is in your best interest.
Step 3 – Document
Having documentation of the financial transactions you make will help to ensure all advisors you deal with in the future have the information they need to effectively advise you.
Read the Financial Management article for instructions on the different types records you should maintain here to help you take control of your finances.
Read the Risk Management article for instructions on the different types of records you should maintain here to help you manage risk and protect your family.
Read the Investment Management article for instructions on the different types of records you should maintain here to help you achieve your investment goals.
Read the Retirement Planning article for instructions on the different types of records you should maintain here to help you accumulate the retirement assets you will need.
Read the Tax Planning article for instructions on the different types of records you should maintain here to help you accomplish your objectives in the most tax-efficient manner possible.
Read the Estate Planning article for instructions on the different types of records you should maintain here to help you arrange for the orderly disposal of your assets and eliminate uncertainties.
Step 4 – Corporate
Maintain documents and statements related to all areas of corporate finance can help to ensure all financial advisors you deal with have the information they need to effectively advise you.
Read the Corporate Governance article for instructions on the different types of records you should maintain here to help you document the ownership structure and annual return of the corporation.
Read the Corporate Taxation article for instructions on the different types of records you should maintain here to help you accomplish your growth objectives in the most tax efficient manner possible.
Read the Corporate Financials article for instructions on the different types of records you should maintain here to help you be in control of finances and make informed financial decisions.
Read the Corporate Insurance article for instructions on the different types of records you should maintain here to help you manage financial risks that are out of your control.
Read the Corporate Benefits article for instructions on the different types of records you should maintain here to help you attract and retain top talent and improve performance.