Onboarding

Welcome to Kanze. This guide helps you go from sign-up to your first useful dashboard in minutes.

Quick Setup Checklist

1. Review the introductory message and click 'Continue' to begin.
2. Complete Your Profile: Enter your Full Name, Email, Nationality, and Preferred Currency (mandatory).

   You can also toggle the Shariah Compliant switch here.

3. Connect Your First Account: Choose the Manual or Holding entry method. Fill in the account details, click + Add Account, and then click 'Save'.
4. Review Your Accounts: Verify the accounts you added and click 'Submit & Continue'.
5. Complete Onboarding: Wait for the green success tick and click 'Close' to access your dashboard.

What To Do First

• Start with one account, not all accounts at once.
• Confirm balances are visible and correct.
• Explore one tool after your dashboard is ready.

Need more help?

Continue with Connect Your First Account and Read Your Dashboard next.