Mezzi tutorials: How-to guides
Articles
- How to Hide and Unhide Accounts in Mezzi
- How to Find and Search Your Past Advisor Chats
- How to Move Your Financial Context from ChatGPT, Claude, Gemini, or Other AI Tools to Mezzi
- How to Create, Change, and Delete Notifications in Mezzi
- How to Tell Mezzi About Details Your Accounts Don't Show (Rates, Extra Payments, Plans)
- How to Add Notes to a Property or Manually Added Asset in Mezzi
- How to Add Other Assets in Mezzi (Collectibles, Jewelry, Life Insurance)
- How to View and Manage Notification Rules in Mezzi
- Connect Mezzi to Muse from Meta
- How to Invite a Collaborator in Mezzi
- How to Edit Holdings for Manually Added Accounts in Mezzi
- How to Copy, Print, or Email an Advisor Chat
- How to Delete AI Chat History in Mezzi
- How to Switch Between Direct and X-Ray in All Holdings
- What Are Delegations in Mezzi, and How Many Can I Have?
- How to Upload Files in Advisor (Like Your Tax Return)
- How to Update AI Personalization in Mezzi
- How to Track and Update Alternative Assets in Mezzi
- Where to Add, Refresh, Repair, Rename, or Remove Accounts in Mezzi
- How to Set a Proxy for a Holding Using AI Chat in Mezzi
- How to View Daily, Weekly, Monthly, and Historical Profit & Loss in Mezzi
- Mezzi to ChatGPT and Claude (MCP)
- How to Add an Investment Mezzi Can't Find or Price
- How to Edit an Account's Name, Status, or Other Details in Mezzi
- How to Add a Home or Rental Property, and What to Do About Its Mortgage