Caleb & Brown

What if I deposit funds from the wrong bank account?

How to close the chat box?

Guide to resetting your password in the Caleb & Brown portal

Resetting your password

We've put together this article to describe fixes for the most common problems.

Troubleshooting common 2FA issues.

A guide to whitelisting email domains so you never miss an important one like the password reset email.

I'm not receiving emails from Caleb & Brown

This article will assist in troubleshooting issues with the wallet verification email.

Error with completing wallet verification via your broker

What if I sent crypto to the wrong wallet address?

I am not receiving a 2FA verification code to confirm my test transaction.

This article guides you to quickly solve some common problems in your browser

How to Perform a Hard Refresh

Jake Boyle

Cassandra De-Lisle

Lawrence Huynh

Find help here on common issues when transacting, funding or withdrawing with your account

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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