Start With the Basics
Your business profile is part of the foundation of your online business. Getting the important details in place now can help you avoid unnecessary corrections later.
The goal isn't to spend hours perfecting every setting. It's to make sure your account information is accurate, your business identity is clear, and you're ready to move on to the next step.
Your goal for this step
Review your account and business details, update anything that's missing or incorrect, and move forward. Aim to complete this step in around 10–15 minutes.
What You Need to Review
Sign in to your GetWealthStack account and review the relevant profile and account settings available to you.
Your Name and Account Details
Check that your name and the account information associated with your login are accurate.
Your Business Name
Decide how you want your business to be identified. Use your business or brand name consistently where the platform asks for it.
Your Business Contact Information
Review any available contact details and make sure they are current. Use a professional contact email where appropriate.
Your Business Identity
If you already have a logo, brand colors, or a website name, keep them handy. You can refine your branding later — don't let this delay you.
Important: The exact settings available can depend on your account and plan. Only update fields that are actually available in your dashboard. Don't invent business details or enter inaccurate information just to complete the checklist.
How to Complete Step 1
Open Your GetWealthStack Dashboard
Log in to your account and familiarize yourself with the main dashboard. Locate the account or profile settings available to you.
Review Your Information
Check your existing details carefully. Correct any errors and complete relevant fields that are missing.
Keep It Simple
If you haven't finalized every part of your brand yet, that's okay. Use the accurate information you have today and keep moving.
Save Your Changes
Save any updates and confirm that your information appears correctly wherever you can review it.
Step 1 Complete?
You're ready to move on when you've reviewed your available account details, corrected anything that needed attention, and saved your changes.
Don't get stuck trying to make everything perfect. You can continue refining your brand as your business develops. Right now, momentum matters.
Next Up: Connect Your Custom Domain
A custom domain gives your business a professional web address. In Step 2, we'll walk through connecting your domain so you can use it for your online presence.
CONTINUE TO STEP 2 →Keep the momentum going. One step at a time.