STEP 2: Grant Us Advisor Access

Click on this link: https://app.monarchmoney.com/settings/members

Give access to the email address help@jeremykrulikowski.com

We will have access for 60 days

You can grant us access again if you need us to review it after the 60 days are over

NOTE: You can also do this from within your account by following the below steps

1. Go to your Settings - one way to do this is by clicking on your name in the bottom left, then clicking on Settings

2. Click on Members in the new menu - you will see it in the Household section

3. Click on Give Access to Financial Advisor in the Financial Advisors section

4. Provide the email address help@jeremykrulikowski.com