Where Vera Gets to Know You better

You can find your Profile under the Profile and Memories section in the main menu.

This is where you tell Vera a bit about yourself so she can personalize her advice and conversations just for you.

When you're done, don't forget to hit Save at the bottom!

Your Profile

This part is simple. Just add your name or nickname if you prefer. You do not need to include your full legal name. This helps Vera talk to you naturally.

Vera's Approach

Here you can set how you want Vera to communicate with you. Choose the tone that fits your style, whether you like things casual, professional, or friendly. You can also list any topics you would rather skip.

What would you like to learn about

Write about the areas you are curious about. Everything is welcome here. Make sure to include the financial topics you want help with, such as budgeting, investing, saving, or planning for retirement.

What are your financial goals

This is different from the specific goals you can set in the Goals section.

Here you can tell Vera what your overall objectives are, such as learning about investing, building better habits, or tracking your money more efficiently.

A Quick Heads Up

Vera uses the information in your profile to make your experience more personal. She tailors her tips, insights, and recommendations to match your needs and communication style.

You can update your details anytime by returning to the Profile section.

If you need help, our team's always here for you — just contact us through the support bubble in the lower right corner of your screen.