Managing my account
If you want to close your account, please log into it and go to Settings: In mobile app: Please note - to close your Account you will need...
Fri, 20 Jun, 2025 at 9:49 AM
In Desktop-PC Navigate to "Reports" section on the left hand side menu Click "Create report" to generate a report and selec...
Fri, 20 Jun, 2025 at 9:52 AM
Why is it important to keep documents up to date? To comply with regulatory requirements and protect our clients, Finsei must ensure all client document...
Fri, 4 Jul, 2025 at 11:09 AM