Skip to main content

Weekly group onboarding call

Onboarding calls Tuesdays and Fridays at 1:00 PM Eastern, up to one hour, not recorded.

Written by Austin Bouley

New members get a group onboarding call with Austin. It's a live session to get set up, ask questions, and walk through the product together.

How to join

Join the onboarding call on the community calendar. You need to be in the community first. See The community.

When it happens

Tuesdays and Fridays at 1:00 PM Eastern.

How long it lasts

Plan for up to one hour. Some sessions wrap sooner. Block the full hour so you're not rushed.

Recording

The call is not recorded.

Members often share personal details, and Austin may screen-share account screens during setup. We skip recording to protect that privacy.

If you miss a session, use the same link for the next Tuesday or Friday. There is no replay.

What to expect

  • Group format with other new members

  • Live Q&A with Austin

  • Optional screen share when it helps with setup (brokerage connection, first system, settings)

Related

  • The community

  • Completing onboarding

  • How pricing works

  • Setting up your account: what to expect

Did this answer your question?