Follow

Using inStream for the First Time

You've got your username and password, now what do you do?

The first thing to do is to go through our inStream Academy.  We recommend you start here or watch this video to learn more about how inStream works.

If you use one of our integration partners and you haven't set the integration yet, take a look at this article on the benefits of integrations article to get started.

Check out our Frequently Asked Questions article for quick answers to common questions.

You can also check out our vimeo channel. We have many short training videos to help you learn more about inStream's features.  

Hopefully this information gives you everything that you need to get up and running on inStream.

If you have any questions, or if you have any suggestions on additional training videos or content, please contact us at support@instreamwealth.com to get in touch with our client support team.

Happy Planning!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk