Principal Howto
Principal is an AI-powered wealth platform that helps users track investments, gain financial insights, and make informed decisions to grow their wealth.
View MoreHow to Use Principal
Sign up for an account: Visit the Principal website and create a free account to get started.
Connect your financial accounts: Link your bank accounts, investment accounts, and other financial institutions to Principal to get a comprehensive view of your finances.
View your financial overview: Once your accounts are connected, Principal will compile and analyze your financial data to give you a clear overview of your assets, liabilities, and net worth.
Explore insights and recommendations: Review the AI-powered insights and personalized recommendations provided by Principal to help you make informed financial decisions.
Track transactions and categorize spending: Use Principal's transaction filtering and categorization features to understand your spending habits and track your finances.
Monitor your financial health over time: Check Principal regularly to track changes in your net worth, account balances, and overall financial situation.
Consider upgrading to Principal Plus: For more advanced features like connecting multiple financial institutions and getting a financial risk assessment, upgrade to the Principal Plus plan.
Principal FAQs
Principal is an AI-powered wealth management platform that allows users to see all their finances in one place, track investments, and get personalized insights to grow their wealth.
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