Make it yours
Power-user features — investment-account positions, the AI helper, the app lock, phone access, partner access, the browser extension. Turn them on when you're ready, not before.
- Beginner See your dashboard from your phone in five minutes Open your GlidePath dashboard from your phone by signing in with your license email and a 6-digit code we email you. No app to install, no PIN to remember — just bookmark a URL. 5 min read
- Intermediate Add an investment account and let GlidePath chart your allocation How to set up brokerage and retirement accounts so GlidePath tracks your positions, rolls up your asset allocation, and feeds the live number into your net worth. 9 min read