Success Center

We are committed to helping you succeed financially with Otto.

If you need help or have questions, please contact us.

We also offer the following resources:

1:1 Support

Otto is easy, but getting started can be a little tricky.  If you would like help, we offer 1:1 Support  for $149.99  where we meet with you personally and:

  • Make a plan for reaching your financial goals using Otto.

  • Assist you in setting up and getting started on Otto.

  • Follow up with you for 3 months to ensure your success.

  • Provide additional 1:1 Support if needed.*

If you are interested in this personalized support, please contact us to set up a FREE initial consultation.

*After 3 months, if you would like to continue with 1:1 Support, we are happy to provide this to you for an additional fee. 

Tutorial Videos

Get Started on Otto (8:09)

This video shows you, step by step, how to set up and get started on Otto.

Using Otto (8:01)

This video shows you how to use Otto in your day-to-day life.

Walkthrough Guides

Click on the boxes below to log into Otto and access our guided walkthroughs that help you learn about, get started and begin using Otto today.   We recommend viewing these walkthroughs on a desktop or laptop.  
**IOS users, log in on the web to access these walkthroughs.**


Additional information

Click on the boxes below for more information about Otto. 

Help graphics (10).png
Help graphics (5).png