Quick start

Welcome to Finmail Webmail — a secure mailbox with AI built for finance professionals. This guide assumes you already have a Professional or Team subscription and mailbox credentials from signup or your team owner.

1. Sign in

1. Go to Sign in and enter your Finmail email address and password.
2. If prompted, complete two-factor authentication (authenticator app or backup code).
3. You land in your Inbox. Finmail syncs your latest messages automatically — usually within a minute or two.

Tip: Use a strong, unique password. Enable 2FA under Settings → Account → Account security.

2. Read your first message

1. Click any message in the list — the reading pane opens on the right.
2. Use the toolbar to Reply, Forward, or Archive.
3. Open the AI tab in the right sidebar for a summary, risk hints, and suggested next steps (Professional & Team).

3. Send a reply

1. Press C or click Compose.
2. Write your message in the editor. Use AI polish or tone rewrite if you want drafting help (Professional & Team).
3. Press ⌘Enter (Mac) or Ctrl+Enter (Windows/Linux) to send.

If you are offline or the network is unstable, the message waits in Outbox and sends when connectivity returns.

4. What to explore next

Your plan	Recommended next steps
Professional	Professional guide · AI insights · Secure Share
Team	Team guide · Team collaboration · Domain DNS (owners)

Get help

• Press ? in the mail workspace for keyboard shortcuts.
• Press ⌘K / Ctrl+K to open Ask Finmail for mail-aware questions.
• Optional: connect Outlook, Thunderbird, or mobile apps via External mail clients.
• Email [email protected] for account issues.

Need regulated-institution features (compliance officer workspace, Legal Hold, BYO AI keys)? See Enterprise — contact sales; those topics are covered in a separate administrator handbook, not this user guide.