CLIENT ACCOUNT
Not a client yet. 0 of 3. Name, email, and phone create the client.
Matthew Halfacre
Named client slot · he creates himself
![Matthew Halfacre headshot]()
Waiting for his headshot or a standard avatar.
NAMEWaiting for the client.
EMAILWaiting for the client.
PHONEWaiting for the client.
03
Phone
He types it. Then he is in.
04
Welcome
First act as a client.
05
Face
Upload or a standard avatar.
NEXT · EXISTING FINANCIAL DATA
Locked until he is a client, has watched the welcome, and has a face (upload or standard avatar).
He is a client. Bring in every bank, asset, company, and other financial fact already in his scope. Prefer APIs. No API means a later legal, protected connection. This page does not collect logins.
Begin financial-scope upload
This browser has no uploaded financial data yet. When it arrives, it stays on this client page. It does not go into the Bitcoin dump.
DOWNLOAD · IRA
Company tax spoke. Downloads onto this page after the account is open. Traditional, Roth, and SEP stay separate.
Open IRA module
DOWNLOAD · 401(k)
Named in the first tax-setup cluster. Desk not built yet.
DOWNLOAD · BITCOIN
Coin spoke. Not his coins until he brings them in.
Open Bitcoin deck