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Information you need to know to configure the settings and enhance the security of your account.

Account & Security

Where can I search for my relationship manager's contact information?

Relationship manager

Account

What is Phishing? What is Anti-Phishing Code? How to set up/update Anti-Phishing Code?

Phishing and Anti-Phishing Code

Phishing

Two-Factor Authentication

Instructions to enable/disable Google Two-Factor Authentication

Google Two-Factor Authentication

Instructions to enable/disable Two-Factor Sign In

Two-Factor Sign In

An invalid token message error appeared after I entered the Two-Factor token during the authentication process. What should I do?

Two-Factor Authentication Troubleshoot

Two-Factor Sign-In

I haven't received the mobile/email verification code yet. What should I do?

Mobile/Email verification code failure

Verification Code

I forgot my login information during the login process. I know my username and password, but I can't login.

Login Troubleshoot

Login

Beneficiaries

I can't upload pictures/documents of my identity proof during the KYC process. What should I do?

KYC/Upload Picture

Troubleshoot

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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