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Success Center
Let us help you discover the TRUE VIEW of your money.
To help you get started, we have created all of the resources below:
Or, if you prefer, we can help you one-on-one.
How to videos
Click on the titles below to access the videos:
Start here if you are working with a Financial Professional:
Share access to your account (2:10)
Start here if you are setting up Otto on your own:
Set up Otto (7:48)
Assign credit card charges (3:05)
Organize new income (2:49)
Make credit card payments and pay off past charges (2:19)
Guided Walkthroughs
Click on the titles below to log into Otto and start our guided walkthroughs on the web app.
We recommend viewing these walkthroughs on a desktop or laptop.
**IOS users, copy link and log in on the web to access these walkthroughs.**
Step-by-step instructions
Click on the titles below for step-by-step instructions.
Show me the money!
As we help people discover the TRUE VIEW of their money, they often ask us how their bills and spending compare to our other clients'. That is why we decided to ask a few of our clients if they would be willing to anonymously "show us their money."
Additional information
Click on the boxes below for more information about Otto.
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