As we ramped up for official launch, we were busy tidying up a lot!

Onboarding updates: We updated our onboarding with a streamlined subscribe page, streamlined onboarding questions, and a new process to connect your first account.

New Home page: Getting started doesn’t have to be overwhelming. In addition to seeing high level stats about your account, Frank shows recent activity date and a fun quip for your enjoyment.

Monitors:

• New Idle Cash Brokerage monitor: checks if you have significant cash in a brokerage account that could be maximized in other investments.

• New Overconcentration Brokerage monitor: checks if you have a portfolio that is overconcentrated in one or more stocks.

• New Alert Emails! We now send alert emails to you when a monitor becomes actionable.

Bug Fixes:

• Numerous responsive refinements to ensure Frank us usable on mobile devices.

• Updated numerous pieces of text to improve clarity across the app.

• Your customer agreements are have been updated to include payment terms when initially signing during onboarding and when you view them again from the Settings → Compliance page.

• Improved Interests input accessibility and validation and prevented empty-interests submissions in when customizing Frank.

• Fixed a bug with Google SSO avatars causing errors.