Resources

Tutorials

How to add an account

How to add a file to your vault

How to share financial information

Want to view more tutorials? Click here.

Blog Posts

Happy Holidays from Onist!
Happy Holidays from Onist!
The team at Onist would like to wish you happy holidays this December, no matter what you’re celebrating – whether it’s Chanukah, Kwanzaa, Christmas, Yule…
Why should my financial advisors talk to each other?
Why should my financial advisors talk to each other?
We’ve talked about why spouses and families should talk about finances, so today I want to look at the benefits to having your financial professionals…
Why Spouses Need to Be on the Same Page Financially
Why Spouses Need to Be on the Same Page Financially
Becoming a couple is always fun. You start to learn about new things you have in common, what your partner likes to eat, how they…
Onist CEO: Brad’s Story
Onist CEO: Brad’s Story
I am very close with my dad. When I look back at my life, I feel his presence at every major milestone over the years.…
What does ‘Onist’ mean?
What does ‘Onist’ mean?
O-n-i-s-t may look like a strange word. How is it pronounced? What does it mean? Where did it come from? These are questions I’m asked…
Start Talking About Finances with Your Aging Parents
Start Talking About Finances with Your Aging Parents
10,000 people turn 65 every day! Our parents are aging, and as much as it isn’t fun to think about, they will need our help. In…
When is it time to take off the Halloween mask?
When is it time to take off the Halloween mask?
Halloween is the perfect opportunity to shed your everyday life, put on a costume and take on the role of someone mysterious, care-free, maybe even…
October is cyber security month
October is cyber security month
I just got another email from a prince asking me to hold his money for him, how do these scam artists find me? I think…
You don’t own your own data, yet
You don’t own your own data, yet
This is a big week in terms of consumers’ financial data rights. It’s not widely known that a battle has been waged behind the scenes for…
Technology and the great wealth transfer
Technology and the great wealth transfer
Millennials. They’re all we hear about these days. There are so many of them, they’re the talk of the job market, and ‘they are the…
Back to school – teaching kids about money
Back to school – teaching kids about money
It’s that time of year when we cross our fingers and hope we bought all the right school supplies and lunch time snacks. We stand…