Self Operating Brokerage

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Getting Started

How to manage, update, and view your billing details

Subscription & Billing

How to secure your account and update your settings

Account & Security Settings

How to integrate and which brokers we integrate

Broker Integration

The fully automated income systems explained

Income Systems

How to see what your income systems are doing

Dashboard & Reports

Most common questions about the Self Operating Brokerage

Frequently Asked Questions

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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.

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

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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