How to start setting up your admin account
Learn how to get started in Fello by accepting the invitation in your email inbox.
Step 1:
Click Accept Invite on the email invitation that was sent to you by your Fello advisor.
Step 2:
Sign in to your account. You can continue with your Google account, or enter your email address to sign in using a one-time code.

Step 3:
Enter the following details such as phone number, license number, and upload a profile picture. Click Continue when done.

Step 4:
You will then be taken to your dashboard. Click on Settings from the left sidebar.

Step 5:
Go to Company Profile from the left Settings menu. Under the Company tab, enter details about your business, then click Save.
🗒️ Note: Your company profile also includes tabs for signatures and compliance. Learn how to set up your company profile in Fello.