New Agent Finmo Setup

To add a new agent to Finmo, log into your Finmo account. click on the gear icon in the left hand navigation bar. From there, click on Team members.

Team Members dashboard in FINMO.

Once in the Team members, click on Invite New Member and input information as prompted.

Invite New Member dashboard.

Once a new member is invited, they will receive an email from Finmo in order to access their Finmo account.