Sidekick

Workflows

• What are Workflows and how do they work?
• How do I access Workflows?
• Can I save my progress in a Workflow and come back to it later?

Sidekick FAQ's

• What is/how does Sidekick work?
• What financial areas does Sidekick cover?
• What are the benefits of using Sidekick?
• Is my financial data secure with Sidekick?
• What if Sidekick gives me an incorrect response?
• What are Sidekick’s limitations?

Sidekick How to's

• How do I access Sidekick?
• How do I get started with Sidekick?
• How do I get the most out of Sidekick?