Onboarding

Get started with Currence

Welcome to the first step in your journey to achieving Financial Freedom Faster® with Currence!

Creating Your Account and Submitting Your Application

Set up your login and submit your bank application for the Currence Reservoir.

Brief Currence App Overview

Take a guided tour of Currence to efficiently navigate the app. Familiarize yourself with the capabilities of Currence.

Link Your External Accounts and Fund Your Reservoir

Connect your external bank account to your Reservoir. Learn how to use the automated connection and how to create a manual connection using your external account’s routing and account number. Then, learn how to create a money movement to fund your Reservoir.

Establishing Your Spending Baseline

Begin to build your cash flow structure in this section. Centralize all your income and manage your spending all from the Control Panel!

Accessing the Insights, Profile, & Connect Tabs

Follow along with this brief overview to get the most out of your Currence app. Learn how these tools can help you on your Currence journey!

Getting started

Explore Your Currence app

This guide will assist you in navigating your Currence app, as well as understanding the different functionalities!