Hapi

If you recently changed your phone number, email, or address, here's how to update it.

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Your money will always be protected with us. Here we detail all our security measures and safeguards.

How safe is my money in Hapi?

How to reset my password?

What is buying power?

What is the Fully Paid Lending Program?

Does Hapi charge account maintenance or inactivity fees?

Here we show you how to transfer your shares from another broker to Hapi.

How to transfer your investment portfolio to Hapi?

What to do in case of a user’s death?

Passkey: Upgrade Your Account Security

What is the relationship between Hapi and Apex?

What is a Trusted Contact?

How to Close Your Hapi Account

Official Hapi Communications

How to Reactivate Your Hapi Account

How to update your account information in Hapi

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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