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Onboarding New Customers

 New to our platform? Welcome! Onboarding is designed to be simple:1. Sign up with your email.2. Verify your identity by uploading valid d...

Written by Jacob Cox

New to our platform? Welcome! Onboarding is designed to be simple:
1. Sign up with your email.
2. Verify your identity by uploading valid documents (driver’s license, passport, etc.).
3. Connect your bank account or card.
4. Set up preferences like notifications and security settings.
Once completed, you’ll have access to all features, including account dashboards, transaction tracking, and budgeting tools.

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