Onboarding Confirmation for your Company

After watching the Introduction to Settings and Quick Start Overview ( see Step 3) email accounts@investorfuse.com to schedule an onboarding session. We will screen-share with you and confirm that everything is set up correctly. Any excess time on this call can be used towards system training and any questions.

Onboarding Session Quick tips:
  • It is a screen-share session via an online Zoom meeting room and not a phone call
  • Multiple team members may attend, we recommend each person log into a separate computer in separate rooms (or use headsets) for the best experience
  • Headsets are not required but recommended
  • Please download Zoom prior to the appointed time
  • The Meeting link is emailed to you with registration confirmation
  • Click the meeting link to join the screen share session at the appointed time

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