Managing Account Settings
Last updated July 12, 2024
Customizing your account settings in Finch allows you to personalize your financial management experience. Follow these steps to manage your account settings efficiently.
Steps to Manage Account Settings
- Step 1: Log in to your Finch account using your credentials.
- Step 2: Navigate to the user profile icon on the top right corner of the dashboard.
- Step 3: Click on "Account Settings" from the dropdown menu.
- Step 4: In the Account Settings section, you can update your personal information such as name, email, and phone number.
- Step 5: Adjust your notification preferences to stay informed about your account activity and updates.
- Step 6: Update your password by clicking on the "Change Password" option and following the prompts.
- Step 7: Enable two-factor authentication for added security by following the instructions in the Security section.
- Step 8: Review and update your linked bank accounts and payment methods as needed.
- Step 9: Save any changes made to your account settings before exiting the page.
By keeping your account settings up-to-date, you ensure a secure and personalized experience with Finch.
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