Get started

Sign up, sign in, and follow the bank-first path to your first Wealth Dashboard.

Last reviewed 2026-07-15

New to Invesh? Sign in, land in a workspace, then follow the bank-first onboarding tour.

Open the app as you go

Docs explain the flow — the Invesh app is where you click. Keep this tab beside the product.

Sign up and sign in

  1. Open the Invesh app. Use Sign up for a new account or Sign in if you already have one. Password reset is available from the sign-in screen when needed.
  2. After you sign in, Invesh places you in a workspace. You can create more later from Workspaces.

Next: complete onboarding

The product tour starts with a bank account, then shows the Wealth Dashboard and Artha. Follow the full checklist in Complete onboarding.

When you are ready for more types, add stocks, mutual funds, or fixed deposits via Add Investment.

Next: Complete onboarding · Add an investment account · Add a snapshot or holding · Import a statement

For concepts, read What is Invesh? and Wealth Dashboard.

PreviousHow-toStep-by-step tasks to get work done in Invesh.NextComplete onboardingWalk through the bank-first onboarding tour — add a bank account, see both dashboards, and meet Artha.