Bring the moving parts together.
Give your businesses, properties, trusts, and family obligations a shared home. Start small and build a clearer picture over time.
First, create your free account. Then add the records needed for your question. Tax and estate reviews, Ask X1, and the Weekly Brief require membership; creating an account does not start those services.
No document is shared unless you choose to share it.
How do I get started?
Adding a family business
In a free account, X1 can identify a document and which part of your household it belongs to. Here is an example.
You do not need a document ready to create your account.
- Add something you already have
- Add an operating agreement for one of your businesses.
- Review the details
- Check the business name X1 identifies in the agreement.
- Build your household picture
- Save the information you confirm to your household picture. It stays with X1 as you add other parts of your financial life.
What X1 can identify depends on the file. You review suggested information before adding it to your household record. Free uploads are kept for 30 days; a new upload replaces the previous file. Information you confirm stays with X1.
X1 helps organize information and follow-through. It does not replace your advisor, CPA, attorney, or other qualified professional.