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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

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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

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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

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

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Findex Glossary

Findex Glossary

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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

Browser Compatibility

Last updated 11 months ago

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