Your introduction to Playbook
November 3, 2023
This is your Playbook Dashboard which is the screen you will see once you begin your 7 day free trial.
On this page you will find an overview of our onboarding process and you can expand this view by clicking this button here.
Scrolling down, you will see your PB Impact graph which includes the information you submitted during your sign up process. This graph will update automatically as you complete your plan and serves to give you a sense of the value we can provide for you and your finances.
Over here, you can see the accounts you have linked to the platform, as well as add new accounts to your Playbook view.
All in all, we’re excited at the thought of having you on board and have a catalog of other demo videos should you want some additional information about the onboarding process.
Here’s to Financial Freedom