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How to Complete Your Financial Information

Learn how to fill out your financial details during onboarding—even if you don’t have all the answers yet.

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Written by Cannon Phelps

Fill Out Your Information

  • Enter your financial details as accurately as possible

  • This helps tailor your experience


Don’t Have All the Info?

No problem:

  • You can skip this step

  • A team member will help you complete it later


Next Step

Click Next to continue.

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