Currence

System Requirements for Members Apps

What features and functions are available from the Currence app?

How do I update my personal information?

Am I able to link brokerage and/or investment accounts to my Currence Reservoir?

Why am I being asked to reauthenticate an existing linked account?

Currence is not accepting my joint account holder. Why is this happening?

What are the options available if I would like to switch to a different Strategist?

One of my linked accounts is missing - what happened?

Questions you may have when using the Currence mobile app.

Using Your Currence App

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Create your workspace and invite the people you work with.

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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.

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

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

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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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