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Detailed overview of the criteria you need to meet to become a wholesale investor if you are residing in Australia

What are the criteria I need to meet to become a wholesale investor in AUS?

This article explains what Auto Reinvest is, how it works and how you can turn it on for your account.

How does Auto Reinvest work?

How to make Jasper show as an app on your Home Screen

Is there a Jasper app?

A step-by-step guide to changing your password on the Jasper platform.

How do I change my Jasper password?

A step-by-step guide to changing your email notification settings on the Jasper platform.

How do adjust the email notifications I receive from Jasper?

Detailed overview of the criteria you need to meet to become a wholesale investor if you are residing in New Zealand

What are the criteria I need to meet to become a wholesale investor with Jasper in NZ?

A step-by-step guide on becoming a wholesale investor on the Jasper platform

How do I become a wholesale investor on the Jasper platform?

Christian Lambert

Helpful info about your Jasper account, updating your details, bank accounts and accreditation etc

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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