SmartDollar Launch Resources


We are so glad you've taken the first step and decided to bring financial wellness education to your team. The next step is promoting the program.

We know you are busy, so we've made promoting SmartDollar as easy as possible. This page contains everything you will need for a successful launch. Just follow the steps and let us know if you need help along the way.

Start by watching the How It Works video and completing the short company onboarding survey below. 

Step 1: Watch the How It Works Video

Step 2: Take the Onboarding Survey

Step 3: Download Assets

After you complete the onboarding survey, your relationship manager will help you determine which of the following assets best suit your company's SmartDollar launch. You can return to this resource center to download assets or browse new content at any time.