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Getting started with Questis

Staff will receive a "Welcome to Your Financial Wellness Program" email that will contain a personalized link to your profile.

Once you click "Log in here" in the welcome email, you can complete the following steps listed below! It's easy as 1, 2, 3!

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What is Questis?

How can I talk to a Questis Financial Coach?

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.