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Guides

Guide to funding an account within 48 hours of signup

Financial Services

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Create an in-app guide targeting users who have completed KYC but have not yet linked a bank account or made a deposit within 24 hours of signup. The guide should have three steps: (1) link a bank account via Plaid, (2) initiate a minimum $100 deposit, (3) choose an investment option. Trigger the guide on app open for this segment and suppress it after the user funds their account.

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