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Help CenterAccount ManagementCreating and Setting Up Your Account

Creating and Setting Up Your Account

Last updated July 12, 2024

Welcome to Finch! Setting up your account is a quick and easy process. Follow the steps below to get started on your journey towards better financial management.

Step-by-Step Guide

  • Step 1: Visit the Finch website at [choosefinch.com](https://www.choosefinch.com) and click on the "Sign Up" button.
  • Step 2: Enter your personal details including your full name, email address, and create a secure password.
  • Step 3: Verify your email address by clicking on the verification link sent to your inbox.
  • Step 4: Complete your profile by providing additional information such as your phone number and any other details required.
  • Step 5: Link your bank account by selecting your bank from the list and entering your online banking credentials.
  • Step 6: Set up your financial goals and preferences to personalize your experience.
  • Step 7: Review and accept Finch’s terms of service and privacy policy.

Congratulations! Your Finch account is now set up and ready to help you manage your finances more effectively.

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