GETTING STARTED WITH SPEND.GROW.GIVE.
Check out the demo videos and tips below for help getting started. If you have other questions about using SPEND.GROW.GIVE., email ask@tilefinancial.com.
To dive in, click on one of the icons in the upper right corner of the page:
The house will take you to your accounts home page.
The person will take you to your financial identity profile.
TILE DEMO
FINANCIAL IDENTITY PROFILE INTRODUCTION
Take a tour of the Financial Identity Profile page.
SPEND DEMO
GROW DEMO
GIVE DEMO
LIBRARY DEMO
The best way to get started with SPEND is…
- Check out how much money you have to spend this month.
- Visit Budget Now to set goals for yourself. How much do you think you should spend on Food or Entertainment? How about Transportation?
- When you use your debit card, come back to see how you’re meeting those goals.
- Confused about credit cards, debit cards, taxes, etc.? Find the answers you need in the Spend Library. If you can’t find something, we love hearing from our members so you can Ask TILE anytime!
The best way to get started with GROW is…
- If it’s your first time with TILE, it can be helpful to explore the Spend and Give areas first. That way, you’ll be perfectly primed to talk about what you like and what you care about, both of which are important when it’s time to Grow.
- When you get to Grow, check out what’s in your existing portfolio by clicking Portfolio Details. What names do you recognize? Any surprises?
- Click on Learn to Grow. Take the risk personality quiz to find out what kind of investor you are.
- Click on Grow Now and start the conversation with your banker. Talk to him/her about your risk personality, what you like, and what you care about. Ask him/her to invest this month’s Grow money in a way that reflects these aspects of your life.
- Peruse the Grow Library for exclusive videos and articles about investing.
- Check out the Market Watch section to find companies you’re interested in. Add to My Watchlist so you can keep track of their progress and talk to your advisor about them.
The best way to get started with GIVE is…
- Explore the five TILE Causes by clicking on each. Learn about the issues. Watch videos about the leading organizations working on those issues.
- Start supporting causes you care about by clicking Give Now.
- Dive into the Give Library to read and watch more about philanthropy and social change.
- Learn more about how Network for Give securely processes your tax-deductible donation.
The best way to get started with the LIBRARY is…