Truvanta Wealth

1. Download the app, sign up with your email, and enable a PIN or biometric lock for security. 2. Securely link your bank, brokerage, and other financial accounts to import balances, holdings, and transactions. 3. Set your goals and risk level, create a monthly budget, and categorize spending to build your financial baseline. 4. Open the dashboard to track net worth, performance, fees, and cash flow, and turn on alerts for price changes or budget limits. 5. Explore advanced tools to view rebalancing suggestions, run retirement projections, generate tax and performance reports, and schedule periodic check-ins.