Frequently Asked Questions

Download the Wellthi app from your play store account. Click on the Wellthi app icon to launch the app and create your account clicking on the “New User” button. The app is currently available for Apple users only.

No, you do not need to be a Citizen’s account holder to use Wellthi app or to schedule a consultation with a Citizens Financial Advisor.

You can reset your password by going to the Wellthi app and selecting the reset password option. Enter your email address and click submit. You will receive an email from Wellthi with instructions to change your password.

From your home page, swipe on the home carousel to select the “Your Profile” tile. Click on the tile to view the Edit Profile page. Edit the fields or update your profile photo. Click on the “Save” button at the bottom of the page.

From your home page, swipe on the home carousel to select the “Share with friends” tile. Click on the tile and you will view your native share sheet. Select your friends and family and which channel you would like to share the invite.

From your home page, scroll on the home carousel to select the explore groups tile. Click on the tile, to view a list of available groups. Select your preferred group then click on the “Join Group” button below to join the group.

From your group page, you need to be a member of the group. Select the “members” tab” to view all members of the group. Click on the Share Group button. Your native share sheet will be displayed. Select your friend or family member to join the group and share the invite.

Yes you can connect with Wellthi users and be friends. Click on the “Feed” tab at the bottom navigation bar. At the top of the feed, in the Wellthi friends section click on “See All ” link.

Yes, you can connect with Wellthi users and be friends. Please find options to Add friend below:

Option 1: Feed Tab

Click on the “Feed” tab at the bottom navigation bar. At the top of the feed, in the Wellthi friends section click on “See All ” link.

Select the “Search for Wellthi Friends” button at the bottom of the page. Input the creator or Citizens Financial Advisor name to search for them. Select your creator or Citizen Financial Advisor listed as results. Click on the 3 dot icon to “ View profile”, “Add Friend” or “Report User”. Click on “Add Friend”.

Option 2: User Profile

Creator

From your home page, click on the creators section. Click on the “See All” link. Select the creator you wish to become friends with, to view their profile. Click on the 3 dot icon at the top right, select “Add Friend”

Citizens Financial Advisor

From your “Advisors” tab on the bottom navigation bar, click on the Citizen Financial Advisor profile you wish to become friends with. View their profile and click on the 3 dot icon at the top right, select “Add Friend”

You can join as many groups as you want. There are no restrictions.

Click on the “Feed” tab on the bottom navigation bar to view your personal feed. Select the group you want to post in. View the group page, plus on the + button to create your post.

From your home page scroll down to the Creators section. Click on the creators profile, or click on see all to view all creators profile. Select the creator profile you are interested in to view their profile. Scroll down to view the groups they have created and / or their posts.

You can schedule a consult in two ways:

Option 1: On your home page, at the top carousel, swipe right to the tile labeled “Get personalized advice from a Citizens Financial Advisor”. Click on the tile to start the process

Option 2: Click on the “Advisors” tab on the bottom navigation bar. At the top of the page click on the tile labeled “Get personalized advice from a Citizens Financial Advisor”. Click on the tile to start the process.

To start the scheduling process follow the prescribed steps below:

Step 1: Proceed to view the simple instructions to set up a consultation. Click on the “Next” button at the bottom to proceed to the survey page.

Step 2: Input your information in the survey. Click on the “Next” button on the bottom to proceed to select your interests.

Step 3: Update or select your interests. Click on the “Next” button on the bottom to proceed to view your preferred Citizens Financial Advisor matches.

Step 4: Select your preferred Citizens Financial Advisor. You have the option to email or request for a call. If you request for a call please select your preferred scheduling options for a call.

From your group, select the post you want to report. Click on the “more” tab on the bottom of the post. Select “report post”.