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Getting started | Firmcheck
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Getting started
Getting started
Set up your firm, add staff, assign your MLRO, configure services, and import your first clients.
📹 Firmcheck Fundamentals
🛠️ How to assign the MLRO
🛠️ How to add a client
🛠️ How to add staff member(s)
Firm Settings
📒 About billing in Firmcheck
📒 About Firm Settings
🛠️ How to use business units
🛠️ How to add client services
🛠️ How to manage your subscription
🛠️ How to navigate the education tab
🛠️ How to set-up two-factor authentication (2FA)