What Is the Set Up Mezzi Checklist?

Overview

The Set up Mezzi card on Home lists the steps that get Mezzi ready to give you personalized insights: Securely link assets, Complete your profile, using Mezzi on both iPhone and the web, and Invite a collaborator. Each step checks itself off when it's done, and the card goes away once all four are. Your Tax and Ideas insights unlock as soon as you've linked 2 accounts and completed your profile.

🧭 How to Use the Set Up Mezzi Card (iOS)

1. Tap Home and find the Set up Mezzi card.

2. Tap a step, like Complete your profile.

3. Add the detail it takes you to, like your filing status.

4. Back on Home, the step shows your progress, like 4 of 6.

🧭 How to Use the Set Up Mezzi Card (web)

1. Click Home in the left menu and find the Set up Mezzi card.

2. Click a step, like Complete your profile.

3. Add the detail it takes you to, like your filing status.

4. Back on Home, the step shows your progress, like 4 of 6.

📌 The Four Steps

• Securely link assets: checks off at 3 linked institutions. Insights unlock at 2, and from then on the step offers Remind me later. if you have nothing else to link.

• Complete your profile: shows how many of 6 details you've added (for example 4 of 6) and which is next: your age, tax filing status, income, target retirement age, risk level and tax rates. Select it to go straight to the next one.

• Get the iPhone app (web) or Try Mezzi on the web (iPhone): checks off once you've used Mezzi on both. On the web, choose Request Android. if you don't have an iPhone. On iPhone, Remind me later. checks it off.

• Invite a collaborator: checks off once the person you invited accepts. If there's no one to invite, choose Remind me later. See How to Invite a Collaborator.

Important Notes

• Remind me later. checks the step off for good; it doesn't come back.

• If you'd already finished Mezzi's earlier setup steps, you won't see the card again.

🗨 Still Need Help?

Email help@mezzi.com with a screenshot of the Set up Mezzi card.