Account Created

Welcome to WealthGuard

You're one step away from taking control of your financial future. Complete these quick setup steps to unlock your personalized dashboard.

Setup Progress 0%
1

Verify Your Identity

For your security and compliance, we need to verify your identity before enabling transfers.

  • Upload government-issued ID
  • Complete selfie verification
  • Confirm contact details
Open Verification Portal
2

Complete Your Financial Profile

Help us understand your situation so we can tailor recommendations to your goals.

  • Enter monthly income & expenses
  • Set primary financial goals
  • Choose risk tolerance level
Fill Out Profile
3

Link a Funding Source

Connect your bank account or credit card to enable seamless deposits and budget tracking.

  • Connect checking/savings account
  • Verify micro-deposits or instant auth
  • Set up auto-transfer (optional)
Link Account
4

Activate Your Starter Plan

Unlock your personalized budget, investment roadmap, and AI-powered insights.

  • Review recommended asset allocation
  • Confirm monthly contribution amount
  • Launch first portfolio/budget
Activate Plan

Need Help Getting Started?

Browse our quick guides, watch tutorials, or connect with our support team.

Video Tutorials

Step-by-step walkthroughs covering account setup, funding, and dashboard navigation.

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Setup Guides

Detailed articles with screenshots, tips, and best practices for every feature.

Read Guides

Live Support

Chat with a certified onboarding specialist or book a 1:1 setup call.

Get Help

Common Setup Questions

Quick answers to get you unstuck.

Most verifications are completed within 2-5 minutes using our instant verification system. If manual review is required, it typically takes 1-2 business hours. You'll receive an email confirmation once approved.
Yes! You can link up to 5 primary funding sources. We recommend linking your main checking account for budget tracking and a separate savings account for automated wealth-building transfers.
All steps can be completed later, but verification and funding are required to access core features. You can save your progress and return to this page anytime from the top navigation menu.

Ready to Start Building Wealth?

Once you complete the setup steps, your personalized dashboard will unlock with real-time insights, automated budgeting, and AI-driven investment recommendations.

Continue Setup Skip to Dashboard