Getting Started

Key things you need to know when setting up your Fintech Portal.

• What does the Home Screen tell me?
• Fintech Portal Glossary
• FMS to the new Fintech Portal Quick Guide
• How do I sign up for the Fintech Portal?
• What Emails to Expect in Your Inbox After Creating an Account
• Fintech Portal FAQ
• Subscription FAQ
• Account Settings FAQ
• Banking FAQ
• Vendors FAQ
• Locations FAQ
• Invoices FAQ
• Subscriptions FAQ
• Payments FAQ