Stuart Lawder

How To

Learn how to make an appointment with an advisor.

Schedule with a Human Advisor

Feedback

Roadmap

Changelog

Abigail Sealy

Getting Started

Answers to what you're probably already wondering.

Common Questions

Frank's AI superpowers and chat functions.

Chat & AI

Chat Overview

Jumpstart your journey with the Planning page.

Planning and Scenario Prompts

Providing Feedback

Financial Accounts

Connected Accounts

Connect an Account

How to make changes to an account you've already added.

Update a Connected Account

How to manually fetch data if your account is not auto-refreshing.

Force an Update to a Connected Account

Managing your connected accounts in Frank. 

Managing Accounts

My Accounts

Manual Accounts

Change how your account information is displayed in Frank.

Edit an Account

How to see activity across your connected accounts.

Transactions

Learn about the specifics of your account details page.

Account Details

Assets

Troubleshooting

How to add business investments and accounts.

Other Account Types

Make changes to your pre-populated placeholder accounts.

Remove Placeholder Accounts

Monitors

Learn what Monitors are and how they protect your finances.

How Monitors Work

Frank has the following monitors available and automatically activated.

Available Monitors

Settings and Billing

User Settings

Managing Your Profile

Security

How to use Frank with a partner, family member or advisor.

Share Account Access

Updating risk tolerance and cookies agreement.

Compliance

Why this questionnaire is critical and how to complete it.

Complete and Update Risk Tolerance Questionnaire

Cookie Compliance

Canceling or updating the billing info on your account.

Billing

How to cancel if something doesn't work out.