Account Settings (MyFindex)
- Security & PasswordYour account security matters. The Security & Password settings in Findex let you manage your password and review your authentication method to keep your account protected.
- Graph & SnapshotsThe Graph & Snapshots settings let you customize how your portfolio performance is visualized on your Findex dashboard. Adjust your graph preferences and manage snapshot settings to see the data that matters most to you.
- Providers & IntegrationsFindex connects to your banks, brokers, and other financial institutions so your portfolio stays up to date automatically. The Providers & Integrations settings page is where you manage all of these connections.
- Investor Relations InvitesWhen a company you have invested in uses Findex for Investor Relations, they can invite you to access their IR portal directly from your Findex account. The IR Invites section is where you manage these invitations.
- User ProfileYour user profile in Findex stores your personal information and display preferences. Keeping it accurate helps ensure a smooth experience across the platform.