Common Questions

To help you get started, here are the answers to some of the most common questions we get.

1. What should I do first?
   Start by connecting your financial accounts and adding information about your finances. The more complete your information is, the more Monitors Frank can activate. From there, head to Health to see which Monitors are active and whether their current status is Healthy, Actionable, or Inactive.

2. What does Frank monitor?
   Frank monitors different parts of your financial life for things that may need your attention, including fees, unusual activity, missed opportunities, important deadlines, cash flow changes, credit activity, and more. You can see your active Monitors and their current status in Health.

3. What do Healthy, Actionable, and Inactive mean?

   Healthy: Everything looks good based on what Frank is monitoring.

   Actionable: Frank found something you may want to review.
   Inactive: Frank needs additional information or a connected account before this Monitor can run.

4. Do I need to check Frank every day?
   No. Frank is designed to monitor your finances in the background. When something important comes up, Frank will alert you by email or push notification depending on the type of alert. You can also open Health anytime to see the latest status of your Monitors.

5. What should I do when Frank finds something?
   Open the alert in Health to see what Frank found and review the recommended next steps. Frank helps you understand what may need attention so you can decide what to do next.

6. Can I ask Frank questions?
   Yes. Use Chat if you have a question about your finances, something Frank found, or information you see in the app. You don’t need to phrase your question a certain way. Just ask it naturally and include any context that may help Frank understand what you’re trying to figure out.

7. Does Frank have a mobile app?

   Yes. Frank is available on iOS and Android, so you can review alerts, check your Monitors, and ask Frank questions from your phone.

   
   Download Frank from the Apple App Store or Google Play Store.

   
   If you’re creating a new account, complete sign-up on the Frank website first. After that, you can log in through the mobile app.