Getting Started and
Troubleshooting

Find quick answers, tips, and step-by-step guides to help you get set up and solve common issues

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Building Habits

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Help Articles and Guides

Explore detailed resources to learn, troubleshoot, and make the most of our platform

Getting Started

Downloading & Access

Matchmaking

Troubleshooting & Bugs

How do I set up my profile?

Can I use Habits without downloading the mobile app?

How do I create a Habits account?

I can’t log in — what should I do?

Where can I download the mobile app?

How do I book time with an advisor?

How can I view an advisor’s profile?

How do I start matchmaking with an advisor?

How do I update my net worth, liabilities, and assets?

My matchmaking results look wrong — how can I fix them?

How do I report a bug or issue?

The app isn’t loading — what should I do?

Habits, Inc. does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by Habits, Inc. Habits, Inc. is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Habits, Inc. of such content or services. Use your discretion. Habits, Inc. does not manage client funds or hold custody of assets, we help users connect with financial advisors.

Getting Started andTroubleshooting

Getting Started and
Troubleshooting