Sidekick

Can I open multiple accounts?

Can I invest with funds from a joint account ?

How can I make a complaint?

How do I update my address?

Why do I have account numbers with other organisations?

What happens to my account if I die?

Can I top-up my account using a debit or credit card?

Why do I receive statements from other organisations?

How can I change my nominated account?

How can I change my email address?

I can’t log in - what should I do?

I'm a vulnerable client, how can I get extra support?

What fees do I pay?

Why am I being asked to enable biometrics?

Deleting your Account

How do I change my linked bank account?

Is there a minimum amount I need to withdraw?

The app won’t load - how can I fix it?

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Can I request paper copies of my statements

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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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