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Onboarding on Wealthsimple video screenshot
Onboarding on Wealthsimple
    • 00:00
    • App store listing
    • 00:03
    • Splash screen
    • 00:06
    • Start screen
    • 00:16
    • Enter email
      Email field
      Form
    • 00:28
    • Set password
      Form
      Password input
    • 00:38
    • Notification permissions
    • 00:46
    • Use Face ID
    • 00:53
    • Next steps
    • 00:57
    • Enter name
      Form
      Progress bar
    • 01:11
    • Enter phone number
      Form
      Phone number input
      Progress bar
    • 01:23
    • Enter d.o.b.
      Date input
      Form
      Progress bar
    • 01:30
    • Select citizenship
      Form
      Progress bar
      Radio input
    • 01:36
    • Select country
      Form
      Progress bar
    • 01:44
    • Select gender
      Form
      Progress bar
      Radio input
    • 01:54
    • Add address
      Add address
      Form
      Progress bar
    • 02:01
    • Address lookup
      Location search
      Search
    • 02:09
    • Add employment
      Form
      Progress bar
      Selection
    • 02:15
    • Add company details
      Form
      Progress bar
    • 02:24
    • Enter NI number
      Form
      Progress bar
    • 02:31
    • Agree to assumptions
      Progress bar
    • 02:39
    • Next steps
      Steps
    • 02:49
    • Provide more information
      Chat
      Chat bot
      Form
    • 04:48
    • Portfolio recommendation
      Chart
      Radio input
    • 05:05
    • Select recommendation
    • 05:12
    • Confirm email
    • 05:32
    • Next steps
      Steps
    • 05:40
    • Select account type
      Radio input
    • 05:49
    • Agree to terms
      Agree to terms
      Checkbox
    • 06:05
    • Home
      Card
      Hero header
      Horizontal scroll
This recording shows the onboarding flow for the Wealthsimple iOS app. There were a couple of parts I skipped in the video to avoid leaking information. The main area that was skipped was an overview of the information entered during onboarding to confirm the details were correct.

Screenshots


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Enter email

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Set password

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Notification permissions

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Use Face ID

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Next steps

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Enter name

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Enter name

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Enter phone number

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Enter d.o.b.

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Select citizenship

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Select country

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Select gender

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Add address

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Address lookup

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Add employment

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Add company details

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Enter NI number

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Agree to assumptions

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Next steps

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Provide more information

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Portfolio recommendation

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Select recommendation

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Confirm email

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Confirm email

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Confirm email

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Next steps

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Select account type

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Agree to terms

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Home

Emails


Feb 11 2020 - 07:07 - [email protected]

Your debit card payment was successful! - We're getting you invested. Hi Ramy, Good news! £5.00 has been deposited into your Wealthsimple a...

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Feb 14 2020 - 15:32 - [email protected]

Fall in love with smart financial choices - 3 ways to share the love ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Video uploaded: 1 week, 1 day ago