User Guides

General

• Can someone take me through a demo?
• Showing an account as adviser managed
• Submitting a support ticket

Client Guides

• Renew Banking Connection
• Managing Your Ownership Structures
• How to refresh an account
• Editing a transaction category
• Adding a credit card
• Adding an insurance account

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Advisor Guides

• Requesting Direct Platform Integrations for Client Accounts
• Managing Ownership Structures for a Client
• Generating a Client Report
• Billing Set up & Management
• Manage Company Users
• Managing Company Details

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