Have Questions?

Will my employees use it?

SmartDollar clients see the highest participation results with their employees when leaders get involved.

That means leaders working the Baby Steps alongside their team, offering incentives, celebrating small (and big) wins, and sending out the prewritten email invitations.  

And you don’t have to do it alone. Your dedicated relationship manager will help you encourage your employees to use SmartDollar—whether they’re in the office, in the field or in front of a classroom.

We can’t promise your whole team will sign up—but the ones who work the Baby Steps can change their lives!

Ready to change your employees’ lives? We are too! Let’s go.

How does SmartDollar work?

With SmartDollar, your employees will have 24/7 access to easy-to-consume content, including the premium version of our budgeting app, EveryDollar, to track their money.

They can pay off debt (we’re looking at you, student loans!), save for life’s big emergencies, and finally get excited about their future.

Give your employees a benefit that will change their lives.

How do I roll out SmartDollar to my employees? Do I need to do all the work myself? 

You’re not alone! You'll have a relationship manager dedicated to your company who’ll guide you through the implementation process, suggesting the best way to launch SmartDollar to your team. You’ll also have access to promotional materials inside your admin portal.

Plus, group and individual invitations will help you to quickly (and easily) get new employees signed up.  

Is SmartDollar only for my employees, or can I use it too?

You can absolutely use it too! Companies have higher success rates with SmartDollar when leaders work the plan.

This could be as easy as showing a SmartDollar video during your current meeting rhythms or more in depth like scheduling an hour once a month to watch a video, discuss progress, and celebrate together.

But SmartDollar isn’t a class, so even if watching content together isn’t an option, you and your employees can work the plan and access the tools anywhere, anytime.

Learn more about how SmartDollar serves you and your employees!

What if my employees aren’t in an office?

A lot of SmartDollar users are on the road, in the front of a classroom, on-site or somewhere other than sitting at a desk. That’s okay!

Your employees can access SmartDollar on a desktop or a mobile device so wherever they are, SmartDollar is too. Your dedicated relationship manager can also give you ideas to keep your employees encouraged and on track toward their money goals.