Getting Started

  • I haven’t been taught about personal finance and don’t know where to start.

  • How do I create an account?

  • Why do I need to enter my age?

Managing Your Account

  • How do I change my password?

  • How do I reset my password?

  • How do I delete my account?

  • Can I use the app on multiple devices?

Linking Accounts

  • Can I link my bank accounts and credit cards to the app?

  • Do I have to link my accounts to use the app?

  • I can’t find my credit card or investment provider when I go to link it, what should I do?

General Questions

  • Does the app provide investment advice?

  • How is my financial data protected in the app?

  • Is there a premium version of the app?

  • Are there fees associated with using the app?

  • I want to use the PRO version; how do I purchase it?

  • Do you have a family plan?

  • I want to become a sponsor, what do I need to do?

  • I found a bug, who do I contact?

  • Does Troutwood have any financial education/literacy courses?

  • How do I start investing with Troutwood?

  • What other products does Troutwood offer?

Key Terms

  • What is a financial plan?

  • What are the differences between saving and investing?

  • What is a financial projection?

  • What is budgeting?

  • What is cash flow?

  • What is a balance sheet?

  • What is a rate of return?

  • What is an opportunity cost?

Contact Us

Still have questions? Ask Finn or reach out to us at support@troutwood.com.