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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
DACXI
FinPro
For Clients
For Financial Professionals
Back to home
Help Center
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
DACXI
FinPro
For Clients
For Financial Professionals
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
