Completing your onboarding profile
How to fill in your name, date of birth, and mobile number on the onboarding profile screen, and what happens if you have more than two names.
After signing in from your invitation, you'll be asked to confirm your name, date of birth, and mobile number. This article walks through each field.
Before you start
- You'll need your date of birth to hand.
- You can change any of these details later from your profile — none of it is permanent.
Steps
On the Your profile screen, check your First name and Surname. If they're missing or wrong, edit them now.
Note: If you have more than two names, put the last one in Surname and the rest in First name. For example, "Alex James Morgan" becomes First name "Alex James", Surname "Morgan". You can adjust this at any time.
Enter your Date of birth in the format DD / MM / YYYY.
Enter your Mobile number including country code (for example
+44 7700 900123for a UK number).Tap Save and continue.
What happens next
You'll be taken to the Verify mobile step. See Verifying your mobile number for what to do next. If you skip it, you can verify your mobile any time later from Profile → Mobile.
Troubleshooting
"Please enter a valid mobile number". Check the country code is
correct and there are no spaces or punctuation apart from the leading
+. UK mobile numbers start +44 7.
"Please enter a valid date of birth". Use DD / MM / YYYY. We don't accept dates in the future or before 1900.
I need to change my name after saving. Go to Profile → Edit. Household owners can also edit any member's name from the Members page.
Still need a hand?
Email [email protected] with a brief description. Please leave out passwords, account numbers and detailed financial records.