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Setting up your business app

CREDIT READY: Things to help you get started with the best bank statement retrieval service available!

Inside your business app

CREDIT READY Make the most of your app with set up and customisation guides for your business

Managing your business app

How to control your app settings including billing, notifications, support

Getting started with Wealth Desk

All you need to know about getting started and making the most of your app

Putting your Wealth Desk app to work

Set up categories and tags, add a property, set up graphs and goals, check out your offers and set up your Financial Fitness Tracker

Managing your Wealth Desk app

All you need to know about your app settings, notifications, security and how to get help

Webinar Files

This section contains links to post-webinar support emails. These links are sent automatically - 24 hours after attending. In some cases these links are provided to non-attendees depending on the link content and appropriateness.

Credit Ready Error Codes

Contains articles outlining possible error codes generated on connection attempts for users of Credit Ready.

Integrations for your business app

Articles that have information for any external systems we can integrate with.

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