Fractional

Steps to update the entity or legal name on your investment, including moving ownership from your personal name to an LLC.

Updating your entity or changing ownership to an LLC

Who to contact for updates on project timelines, distributions, status and the best way to ask.

Getting updates on your project's status or timeline

Where to find your Operating Agreement, club-specific documents, and your distribution history.

Finding your documents and distribution history

How the SDIRA funding process works, what your custodian will need, and how ongoing distributions work.

Funding your investment through a Self-Directed IRA (SDIRA)

Fractional's single-login policy, the shared sign-in workaround, and how to change or remove a login method.

Adding a second login or changing your sign-in method

How the Right of First Refusal process works if you want to exit, and what to expect on principal return timing.

Selling your shares or exiting an investment

Steps to try if you can't log in or aren't receiving your login code, plus what to do about general technical issues.

Trouble logging in or not receiving your login code

How to locate and sign your Operating Agreement, and where to find wire instructions for funding.

Finding your Operating Agreement and wire instructions during closing

How to connect a bank account for withdrawals, and what to expect if a withdrawal hasn't shown up yet.

Withdrawing funds and connecting a bank account

Fractional Team

Answers to the questions members ask most often — withdrawals, logging in, documents, taxes, and more.

Frequently Asked Questions - Member Support

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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.

Connect your stack

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

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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.

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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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