Client Guides
- How to refresh an account
- Editing a transaction category
- Adding a credit card
- Adding an insurance account
- Adding a loan account
- Adding an investment account
- Does my adviser see my transactions?
- Adding a Kucoin account
- Adding a Kraken account
- Adding a Gemini account
- Adding a Crypto.com account
- Adding a Binance account
- Registering accounts for online banking
- Making an account connection private
- Adding a property & Linking a mortgage account
- Adding a MetaMask wallet
- Adding a bank account