What does Rank ask during initial setup?
Learn which decisions prepare your space before you reach the Dashboard.
Guide based on the current Rank beta
Initial setup asks how you want to use Rank, what your goals are and which alerts you want to receive. It also includes the step for connecting accounts.
How to do it
- 1Choose the areas where Rank can help you.
- 2Select your main financial goals and complete the requested personal details.
- 3Connect an institution or add a manual account.
- 4Review your notification options.
- 5Finish setup to open your space.
Keep in mind
- You can skip the bank connection and continue with a manual account.
- You can restart the initial experience from Settings if you need to see it again.
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