That Part Is Done
You're done with the first onboarding step, "Getting To Know You." We feel closer to you already.
The next step is Step 2 "What Do You Have And Where?" Here we'll be asking you about all of the various accounts you have and how much is on each one. You're probably going to need to pull out some documents or find some passwords for this one. But it's super important so we know what you're working with. You might even find some stuff you forgot about.