Monefit

Our Monefit Blog will keep you updated about SmartSaver, along with helpful tips and insights.

Where can I read more about SmartSaver?

Languages and countries in which SmartSaver is available to invest from

Is SmartSaver available in my country?

Every investment involves some risk, but what about SmartSaver?

What are the risks associated with SmartSaver?

Where can I find my Account Statement & Tax Report?

A Mobile App is on our Roadmap for future release

Will there be a mobile app?

How do I recover my SmartSaver account if I cannot access it or haven’t received a password reset email?

About Password Recovery

Closing your SmartSaver can be done by request.

How can I close my SmartSaver Account?

A step-by-step guide to fixing the most common identity verification issues with Veriff.

Why is my verification failing?

How can heirs manage and retrieve the account balance of a deceased account holder?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype integrations answer

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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