Skip to main content

Onboarding Path Selection

Choosing a path for onboarding

Cameron Drury avatar
Written by Cameron Drury
Updated over 3 months ago

When setting up Canwi, you have two onboarding options to tailor your experience:

  • Complete Setup and

  • Quick Setup.

The Complete Setup option will take you through all screens in onboarding designed to build a comprehensive and detailed view of your current financial position and prepare you for building a financial plan.

The Quick Setup option covers just the essentials - Personal Details, Family & Goals and then drops you onto the home screen where you can continue to fill in more details later. If you want to jump in quickly and get a feel for how the planning experience works in Canwi this is a great choice.

Did this answer your question?