Shares

Everything to know about managing the details of your profile.

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Everything about account statements and how to access them

Account statements

Find out how to access your account activity.

How can I check my account activity?

Learn more about accessing your account from another device.

How to log in from a new device?

How can I reset my PIN?

Check out what to do if you have troubles with logging into the app

Why can I not log in?

Learn more about troubleshooting steps to improve your app performance.

Troubleshooting

Find out how to change the appearance in our app

How can I switch to the dark mode?

Can I disable/close my account?

Learn more about the process to transfer your account to Shares

How to transfer my existing investing account to Shares?

Learn more about the process to transfer your Shares account to another platform

How to transfer my existing investing account out of Shares?

🧾How to check data and account activity?

Profile management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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