If you are no longer working with your Currence Strategist, we can remove your current Strategist and replace them with the Currence Cash Flow Coach. This allows you to access Currence without a Strategist. You will maintain access to the app and can still access the Currence Support team if you need help.
When switching to Currence Cash Flow Coach, please note that Currence does not provide financial, investment, legal, or tax advice. Any information provided by Currence or our Customer Support team is for general informational purposes only.
If you plan to be working with an existing Currence Strategist, send us a message from within your Currence app in the Connect tab under Support and we can make the adjustment after confirming the switch with your desired Strategist. You will need to provide your desired Strategist's name and email.