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FinPro
  • General
    • Wealth99
    • Wealth99 Specialists for Clients
    • Alternative and Tokenized Assets
  • Wealth Platform
    • Account Setup & Verification at Wealth99 AU
    • Account Setup & Verification at Wealth99 Global
    • Account Access
    • Referral Program
    • Get acquainted
    • Fees
    • Compliance
  • Security
    • Keep your account secure
    • Two-Factor Authentication (2FA)
  • Transactions
    • Deposit
    • Buy & Sell Bundles
    • Buy & Sell Coins
    • Auto buy
    • Withdrawal
    • Transfer & Gift
    • Transaction history & Tax statements
  • Dacxi Coin
    • The Dacxi Coin
  • FinPro
    • For Clients
    • For Financial Professionals
  • Wealth99 Specialists
    • The Specialist Programme
      Back to home
      1. Help Center
      2. FinPro
      • General
        • Wealth99
        • Wealth99 Specialists for Clients
        • Alternative and Tokenized Assets
      • Wealth Platform
        • Account Setup & Verification at Wealth99 AU
        • Account Setup & Verification at Wealth99 Global
        • Account Access
        • Referral Program
        • Get acquainted
        • Fees
        • Compliance
      • Security
        • Keep your account secure
        • Two-Factor Authentication (2FA)
      • Transactions
        • Deposit
        • Buy & Sell Bundles
        • Buy & Sell Coins
        • Auto buy
        • Withdrawal
        • Transfer & Gift
        • Transaction history & Tax statements
      • Dacxi Coin
        • The Dacxi Coin
      • FinPro
        • For Clients
        • For Financial Professionals
      • Wealth99 Specialists
        • The Specialist Programme

      FinPro

      Details and queries concerning the Wealth99 FinPro system for clients and Financial professionals.

      For Clients

      • How to Use Wealth99 FinPro as a Client
      • Why Should I Connect with a FinPRO?
      • How do I connect a FinPro to my Wealth99 account?
      • How do I remove a FinPro connection from my account?

      For Financial Professionals

      • How to Use Wealth99 FinPro as a Financial Professional
      • Navigating the Wealth99 FinPro Dashboard
      • How to manage clients and invites on the FinPro Dashboard
      • Report Functionality on the FinPro Dashboard
      • Report: Detailed overview of the PDF version
      • Report: Detailed overview of the XLSX version
      • Connecting Client Transactions to a Crypto Tax Platform via API
      • Managing your account details as a Financial Professional
      See more
      • Go to wealth99.com
      • Contact us
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