How to set up your Enrich account

Getting started with Enrich is a straightforward process, but there are a few important steps to complete before your account is ready to go. Think of it like moving into a new home—you need to sign the lease, confirm all the details, and make sure the keys fit before you settle in. Here’s how to set up your account.

The first step is to sign up by completing our onboarding survey. This helps us get to know you and understand your financial needs right from the start.
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​https://forms.gle/hhredppCnt8Qpkws5

If you are invited, you’ll receive a request to sign the Terms of Use Advisory Agreement and Privacy Policy via HelloSign. These agreements need to be signed before we can activate your account.

If you don’t receive an invitation right away, don’t worry. You’ll get an email notification once you’re eligible.

Eligibility is based on your location, since we need to confirm that we can support your state. We do this in phases, validating one state at a time before expanding.

Once you’ve signed the required agreements, you will be added to our allow list. At this stage, you’ll be able to log in to the Enrich Finance application at enrichfinance.com to begin creating your account.

When you log in, the first step is to validate your email. This ensures that we can send you important communications and updates related to your account.

After your email is verified, we’ll collect a few key details:

• Name – to keep your account secure and personalized

• Birth date – to help us calculate timelines like retirement age

• Address – to verify that you are located in a supported state, since we are required to register with state authorities before supporting customers in each location

Once your account is set up, you’re ready to dive in. We recommend starting by creating your first financial goal—whether it’s retirement, buying a home, or saving toward your child’s education.

You can learn more about setting up a goal by reading our Create a Goal article.