Skip to main content

Feedback
Roadmap
Changelog
Community
Help Center

Getting Started

Welcome to Findex: Your First Steps Quick Start Guide (5 Min Setup)Creating and Setting Up Your Account Adding Your First Asset Understanding Your Dashboard Menu & Navigation Overview Navigating the Dashboard

Portfolio

Connecting Accounts & Integrations

How to Connect Accounts with Providers Supported Banks and Providers How to Reconnect Expired Sessions with Providers How to Disconnect Connected Provider Accounts Understanding Data Sync Frequency What Data is Accessed (Privacy)Troubleshooting Connection Issues

Midas AI

What is Midas AI and How to Get Started What Can Midas Do?Understanding Midas Insights & Suggestions Midas AI Best Practices Midas AI Limitations and Disclaimers

Investor Relations Portal

Documents

How to upload a document?How to create a custom folder?What is a Findex system folder?Document Organization Best Practices Managing Documents

Capital Opportunities

Other Opportunities What are Debt Opportunities?Insurance Opportunities Wealth Management Opportunities Investment Opportunities

Settings

Security

How Findex Protects Your Data Two-Factor Authentication Understanding Read-Only Access GDPR Compliance Data Deletion Requests and Right to be Forgotten

News

How Does News Work?

Findex Glossary

Findex Glossary

Billing & Subscription

Billing for MyFindex (For Investors)Billing for Investor Relations Portal (For Companies)

General

Troubleshooting

Login Problems Why can't I connect to my provider account?Sync Errors & Issues Expired session for connected provider accounts Browser Compatibility Mobile Responsiveness Mobile App Issues

test articlee

Last updated Over 1 year ago

Was this helpful?

Still need help? Ask the team

Website
Sign In
Investor Knowledge Base
Company Knowledge Base

Powered byFeaturebase