Success Center

Walkthrough Guides

Click on the boxes below to log into Otto and access our step by step lessons to help you get started and begin using Otto today.  We recommend viewing these lessons on a desktop or laptop.  They are not available on IOS.

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Additional help

Click on the boxes below for more information about Otto. 
As each financial situation is unique, if you need help, we invite you to 
schedule a FREE 1:1 onboarding call with a member of our support team,  chat with us Monday - Friday 9AM to 5PM (MST) or send us an email.

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