What are the default permissions for advisors when managing client accounts?
What are the default permissions for advisors when managing client accounts?
Setup
How do I manage my verification methods?
How do I manage my verification methods?
285 Views•Mar 24, 2026•KnowledgeHow do I set up Passkeys under user settings?
How do I set up Passkeys under user settings?
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What is Auto-Convert and how does it work?
48 Views•Mar 21, 2026•KnowledgeHow do I control which fields are auto-filled by AI and OCR during Expense capture?
How do I control which fields are auto-filled by AI and OCR during Expense capture?
181 Views•Mar 17, 2026•KnowledgeCan I automatically convert my foreign currency deposit to my base currency?
Can I automatically convert my foreign currency deposit to my base currency?
75 Views•Mar 12, 2026•KnowledgeHow login works
How OFX login works
6082 Views•Feb 26, 2026•KnowledgeHow do I log into my OFX account or recover access if I’m having trouble?
How do I log into my OFX account or recover access if I’m having trouble?
106 Views•Feb 24, 2026•KnowledgeHow do I change my verification method when logging in?
How do I change my verification method when logging in?
1279 Views•Feb 24, 2026•KnowledgeWhat should I do if I forgot my username?
What should I do if I forgot my username?
441 Views•Feb 24, 2026•Knowledge
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