top of page

How to videos

Hi, I'm Marilyn Ference, one of the founders of Otto.  I've created these short video clips to show you how to set up and begin using Otto.

photo.png

Click on the videos below, or schedule a one on one 30-min demo with me.
I would love to meet you, show you how Otto works and answer any of your questions.

Start here if you are working with a Financial Professional:
Share access to your account (2:10)

Share access

Start here if you are setting up Otto on your own:
How to set up Otto (7:48)

Set up Otto

Assign credit card charges. (3:05)

Assign credit card chargs

Organize new income. (2:49)

Organize new income

How to payoff past credit card charges/debt. (6:40)

Make credit card payments

Additional videos coming soon!

bottom of page