Can Advisor Show Me How to Use the Mezzi App?

Overview

Not yet. Advisor is built to answer questions about your finances, such as your allocation, taxes, retirement and specific holdings, but it can't reliably give click-by-click directions for the Mezzi app. For where to find a button or setting, use the help center at support.mezzi.com.

📌 What You Need to Know

• What Advisor is good at: analyzing the accounts you've added and answering questions like "Do I have concentration risk?" or "Which account should I withdraw from first?"

• What it isn't good at yet: describing where things are in the app. It may give directions that don't match the current screens, or describe screens that don't exist.

• Where to go instead: start with Getting Started with Mezzi. For accounts specifically, see where to add, refresh, repair, rename or remove accounts.

Important Notes

• Advisor can take some actions for you in chat when it asks you to confirm first, such as setting a proxy for a fund. See how to set a proxy using AI chat.

• If Advisor tells you it changed something, check the screen itself. Only changes you confirmed in a card in the chat are saved.

🗨 Still Need Help?

If you can't find something in the help center, email help@mezzi.com with what you're trying to do, and we'll point you to it.