Getting Started

Take a deep breath. You made a great decision by choosing Frank to handle your finances —and we promise, it only gets better from here. Frank is designed to help you maximize your money's potential, by reading between the lines and showing you what you might be missing.

Here’s an overview of where you can find key features that will help you move forward.

First Things First
You’re in! Now that you’ve set up your login and connected your accounts, the fun can start. Let’s take a look around.

• My Accounts

  When you log in, this is the screen you’ll see. At the top you’ll find your total net worth along with the value of your debts and assets. Below, your accounts are listed along with the debt or asset value for each on the right column. In the top right hand corner, you’ll see a red Add Account button where you can easily add any accounts you missed during onboarding. For help updating or deleting accounts, read more here.

• Left-Side Navigation
  When you drag your cursor to the left side of the screen, you’ll open the main menu. From here, you can open a chat with Frank, select from five core actions, share feedback, and update your profile and settings. Let’s walk through them one by one.

  • Chat: Located in the top right of the left-side navigation, click the red button to start talking with Frank.

  • My Accounts: This screen shows information about all the accounts you’ve shared with Frank so far.

  • Monitors: Here you can review all the Monitors that Frank is running across your account. To learn more about how monitors protect your finances, check out this article.

  • Transactions: A collection of all the transaction activity across your accounts.

  • Planning: This tab lets you choose from a list of topics to jump into with Frank. You don’t need to prepare anything or take time crafting a question. Just select a topic and get started. For more on this, check out this article.

  • Human Help: A direct way to get technical support, ask for review of a Frank chat, or schedule with a human financial advisor.

  • Share Feedback: The quickest way to let us know something about the Frank experience isn’t quite up to snuff.

  • Profile and Settings: On the very bottom of the menu, you’ll see your name. Clicking here will let you choose from: Settings, Customize Frank, Take the Tour, or Logout.

    • Settings: Update your personal information, family structure, risk tolerance, and more!

    • Customize Frank: Frank’s personality should vibe with yours. Here you can change the way Frank looks and talks to make him more relatable.

    • Take the Tour: A guided exploration of Frank’s features.

    • Logout: Keep your account secure by logging out if on a shared or public computer.