How to use the Lume Wealth MyFinance Hub
Now that you have access to the Lume Wealth MyFinance Hub, this page will help you get the most from the hub. Most clients use it for secure messaging and document sharing, and as a simple way to check key snapshots between meetings. If you prefer to call us or email for day-to-day communication, that…
Read MoreHow to understand the Analysis page
The Analysis page is a great spot to see your investments in one place.
Read MoreHow to check the details we have on file
You can use the MyFinance Hub to review the details we have on file and confirm they are correct.
Read MoreHow to access a stored document
Your MyFinance Hub can become the central hub for you to access key documents over time.
Read MoreHow to send us a message
Using the MyFinance Hub is the most secure way to keep in contact with us, and is ideal for sharing sensitive documentation such as identification or sensitive messaging.
Once you’ve logged in for the first time (or any other time you like), we encourage you to send us a test message. Don’t stress about the contents, all communications go directly to our small team.
Read MoreHow to change security questions
Changing your security questions to something you can use is important to help ensure you can regain access to your hub login 24/7.
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