You will be sent a Welcome Email from email@example.com. You will be asked to "Get Started!"
During this Getting Started process, you will first be asked to create your web address. This is also known as your subdomain. Select a subdomain that is branded to your firm and that your clients will recognize. This will be the URL you and your clients will use to log into Oranj.
Lastly, once you are in Oranj, you will be presented with a guide that points out a few key items you should take to best get started.
Now you are ready to personalize your Oranj account!
Now let's begin linking your custodian to your dashboard. Visit Connecting to Your Custodian to learn more!