Boldin

How do I change the user ID/ email or password on my account?

This article explains how to reset the password for your account

How do I reset my password?

This article describes how to add 2FA to your Boldin Account

How do I add two-factor authentication?

This article shows where to update payment method.

How do I update my credit card?

Are You Wondering How to Submit Bugs to the NewRetirement Team?

How do I submit feedback, feature requests and bugs?

How do I cancel and manage my membership?

This articles provides an overview of the download and print features in Boldin.

How Do I Download or Print My Boldin Plan?

This article describes the options for marital status

Changing marital status

How do I set my longevity and retirement age?

This article describes how PlannerPlus subscriptions will be subject to sales tax.

Update: Sales Tax on PlannerPlus Subscriptions

What should I know about Boldin's free trial period and available support?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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