- How to enroll in FINSYNC and create an account
- Options available after creating a FINSYNC account
- What to expect after creating a FINSYNC account
How to Enroll in FINSYNC and Create an Account
1. Go to www.FINSYNC.com.
2. Click Start Now
3. This will take you to the login page to create your new password.
4. After creating your password and logging in, you will see this page:
5. Once you are logged into FINSYNC, you will see the Home screen:
Options available after creating a FINSYNC account
Once you have created your FINSYNC account, you can take advantage of the following features and decide how to proceed. You will receive communications from FINSYNC for guidance and support throughout your journey with FINSYNC.
Explore the Financial Network
- Explore options within the Financial Network using the FINSYNC Funding Navigator, Business Services and Partner Listings
Subscribe to FINSYNC to leverage additional features
If you have a business, you can subscribe to FINSYNC to leverage the following features for your business.
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Business Planning Tools
- Explore the Business Canvas
- Explore the Business Plan
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Business Platform
- If you have a business, you can subscribe to FINSYNC to use the Business Platform and leverage the features for your business.
Subscribing to FINSYNC
1. Click the option for Confirm Plan & Checkout
2. Choose the plan that you prefer by clicking the check box in the top right hand corner and then click Select a plan at the bottom to continue.
3. Once your plan is selected, enter your payment details (Credit card or Bank ACH). If you were provided with a promo code, be sure to enter it here as well.
4. You are now subscribed to FINSYNC and can explore the additional features for your business.
What to expect after creating a FINSYNC account
After creating your FINSYNC account, you will receive the following support for your journey using FINSYNC in support of your business:
- Emails that will provide guidance along the way.
- Fynn (our AI Assistant) will also guide when you are logged in and exploring the FINSYNC products.
Related Articles:
How to Add Your First Bank Account in FINSYNC
FINSYNC and Multifactor Authentication (MFA)
Contact FINSYNC for Questions and Support