Congratulations on being invited to join Currence! As a Currence Member, you're on your way to gaining better control over your finances and achieving your financial goals. To help you get started, follow these simple steps outlined in this guide.
1. Receive Your Invitation
Your journey with Currence begins with an invitation sent by your Currence Strategist or Joint Account Holder via text or email. This invitation will contain a link prompting you to complete enrollment.
2. Start Enrollment
Upon receiving the invitation, click on the provided link to begin setting up your Currence Reservoir account. This can be completed from any supported web browser on your desktop or mobile device.
3. Create Your Account
Follow the prompts to create your account. You'll be asked to provide your personal email and choose a secure password.
4. Verify Your Email
After creating your account, you'll receive an email at the address you provided during the account creation process. Click on the verification link in the email to verify your email address.
5. Complete the Application
You can now begin the application process within the Currence app. Follow the on-screen instructions to complete the application form. Make sure to provide accurate information to expedite the approval process. You may be asked to provide extra identification documentation.
You will need to download the Currence app to access and manage your Currence account.
As you familiarize yourself with the Currence app, take advantage of the resources available to you, such as the in-app Cash Flow Structure Tour and our Onboarding Guide. This tour will guide you through setting up your Currence account and optimizing your finances for success.