Once your account is created and your user type is selected, you will be required to supply your financial information, such as specifics of your assets and liabilities based on the categories offered and also a beneficiary. The App will provide several ways to link your accounts and obtain real-time data about your bank balance, equities, real estate, cryptocurrency, and other assets. Follow the App’s instructions to add and verify your financial accounts, including investment portfolios, or other relevant assets and liabilities.