Skip to main content
Findex
Feedback
Roadmap
Changelog
Community
Help Center
More
Search…
Toggle theme
Sign in
Sign up
Open main menu
Open navigation:
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
Assets
Liabilities
Investor Relations Assets & Shareholder Invites
Performance, Metrics and Insights
Net Worth
Graph and Snapshots
Portfolio Structure
Co-Investment & Shared Assets
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
Cap Table
Share Ledger
Company Documents
Investor Updates
Shareholder Permissions
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
Company Settings (IR)
Account Settings (MyFindex)
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
Referrals
Sending Product Feedback
Community
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
Browser Compatibility
Last updated
11 months ago
….
Was this helpful?
Still need help?
Ask the team