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Finch

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Customer portal

Customizing your account settings in Finch allows you to personalize your financial management experience. Follow these steps to manage your account settings efficiently.

 Log in to your Finch account using your credentials.

 Navigate to the user profile icon on the top right corner of the dashboard.

 Click on "Account Settings" from the dropdown menu.

 In the Account Settings section, you can update your personal information such as name, email, and phone number.

 Adjust your notification preferences to stay informed about your account activity and updates.

 Update your password by clicking on the "Change Password" option and following the prompts.

 Enable two-factor authentication for added security by following the instructions in the Security section.

 Review and update your linked bank accounts and payment methods as needed.

 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.

How to customize your account settings, including preferences and notifications.

Managing Account Settings

Keeping your Finch account secure is of utmost importance. By following these steps, you can ensure that your personal information and financial data remain protected.

 Use a strong and unique password for your account.

 Enable two-factor authentication (2FA) for an added layer of security.

 Regularly update your password and security questions.

 Be cautious of phishing emails and don't click on suspicious links.

 Monitor your account activity for any unauthorized transactions.

 Keep your Finch app and device software up to date.

 Log out from your Finch account when using shared or public devices.

Tips and best practices for keeping your Finch account secure.

Ensuring Account Security

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.

 Visit the Finch website at [choosefinch.com](https://www.choosefinch.com) and click on the "Sign Up" button.

 Enter your personal details including your full name, email address, and create a secure password.

 Verify your email address by clicking on the verification link sent to your inbox.

 Complete your profile by providing additional information such as your phone number and any other details required.

 Link your bank account by selecting your bank from the list and entering your online banking credentials.

 Set up your financial goals and preferences to personalize your experience.

 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.

Step-by-step instructions for signing up and setting up your Finch account.

Account Management

Managing Account Settings

Ensuring Account Security

Creating and Setting Up Your Account