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Categories Categories

  • Onboarding
    • Introduction to Kinnect
    • Introduction to Onboarding
    • Legal Entities
    • Finish Account Setup
    • Security & Privacy
    • Vault Set Up
    • Discovery
    • Template Set Up
    • Data Types
    • Onboarding Responsibilities
    • Network Suggestions
    • Network Set Up
    • Incomplete Items
    • Potential Duplicates
    • Inbox
    • Document Suggestions
    • Free Trial
    • Reports
    • My Vaults
    • Template Maintenance
  • Resources
    • Diagnostics
    • Supplemental
  • Professional Resources

Finish Account Set Up Instructions


Account Setup Explanation - Watch Video

This video explains the importance of providing basic information like name, date of birth, and gender during the account setup process. It provides clarity on how this data is used for personalizing profiles, future planning triggers, and relationship mapping within the platform.


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