Getting started
Learn the basics of using Warren AI
Articles in this category
7- Creating your accountStep-by-step guide to signing up for Warren AI
- Your first conversationHow to start chatting with AI advisors
- Understanding your dashboardNavigate and use your Warren AI dashboard
- Navigating Warren AIUnderstanding the platform navigation and structure
- Setting up your accountComplete your profile and preferences
- Import bank and card statementsBring real transactions and balances into Warren from CSV, Excel, OFX, QFX or QIF exports
- Best practices for new usersTips to get the most out of Warren AI
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