Account Setup
I want to set up my Greenboard Account
Collections
- SSO Setup Instructions
Guides for SSO setup for Okta, Microsoft, and SAML
- Company Social Media Connection Instructions
Link your social media & personal brokerage accounts
- Archiving Connection Instructions
Guides for connecting email, texting, social media, and more to our archiving system
- Custodial Connection Instructions
Establish custodial feeds for trade testing