Optimize your Warren AI experience by completing your account setup.
Initial setup steps
Verify your email
- Check your inbox for verification email
- Click the verification link
- Confirm your email is verified
Complete your profile
Navigate to Settings → User Settings:
- Add first and last name
- Update contact information
- Set communication preferences
Choose your plan
Free Tier (automatic):
- Limited conversations per month
- Access to all 3 AI agents
- Basic document uploads (5 files)
- Financial calculators
Premium ($19/month):
- Unlimited conversations
- Priority support
- Advanced document uploads (50 files)
- Early access to new features
Upload key documents (optional)
For personalized advice:
- Bank statements
- Investment account statements
- Tax returns
- Budget spreadsheets
Set your API key (optional)
Advanced users can use their own OpenAI API key:
- Get key from OpenAI Platform
- Add in Settings → User Settings
- Manage your own usage and billing
Account settings to configure
User settings
- Personal information
- Email preferences
- API keys
- Password management
Company settings (if applicable)
- Company name
- Team members
- Billing information
- Usage limits
Agent configuration
- Custom instructions for agents
- Document assignments
- Agent preferences
Privacy & Security settings
Configure your privacy preferences:
- Data retention settings
- Communication preferences
- Third-party integrations
- Session management
Billing setup
If upgrading to Premium:
- Go to Settings → Billing
- Enter payment information
- Select billing cycle (monthly)
- Confirm subscription
Notification preferences
Choose how you want to be notified:
- Email notifications
- Platform notifications
- Usage alerts
- Security alerts
Next steps after setup
Once your account is set up:
- Start a conversation with Warren, Charlie, or Elizabeth
- Upload documents for personalized advice
- Explore calculators in Resources
- Review analytics to track your progress
- Invite team members (if applicable)
Troubleshooting setup
Email not verified?
- Check spam folder
- Request new verification email
- Contact support if issues persist
Can't upload documents?
- Check file format (PDF, DOCX, XLSX, CSV, TXT)
- Ensure file is under 10MB
- Try different browser
Payment issues?
- Verify card information
- Check billing address
- Contact support for assistance
Getting help
If you need assistance with setup:
- Visit our Help Center
- Check FAQ
- Contact support team
- Join community discussions