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Welcome to the Help Center. Browse our support articles and quickly get up and running with Midasboard.

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Help Center

Welcome to the Help Center. Browse our support articles and quickly get up and running with Midasboard.

Search

Midasboard wordmark
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Getting Started

Getting Started

Getting Started

Learn how to open your account and review financial information.

Creating your account

Visit our Get Started page

  1. Enter your email and create and confirm your password

  2. Select Register to continue

  3. Select Personal Account

  4. Fill out a short About you questionnaire, including your full legal name, date of birth, address, phone number, and SIN number*

  5. Continue to the Employment questionnaire and select your statuses

  6. Continue to the Financial questionnaire

  7. Read and accept the Account agreement

  8. Verify your identity by scanning the on-screen QR code with your phone’s camera, photographing a piece of ID, and then taking a selfie

  9. Finally, verify your account through the email sent to you by Midasboard

*Why do we ask for your SIN?

The government requires us to collect your social insurance number for income tax purposes.

Creating your account

Visit our Get Started page

  1. Enter your email and create and confirm your password

  2. Select Register to continue

  3. Select Personal Account

  4. Fill out a short About you questionnaire, including your full legal name, date of birth, address, phone number, and SIN number*

  5. Continue to the Employment questionnaire and select your statuses

  6. Continue to the Financial questionnaire

  7. Read and accept the Account agreement

  8. Verify your identity by scanning the on-screen QR code with your phone’s camera, photographing a piece of ID, and then taking a selfie

  9. Finally, verify your account through the email sent to you by Midasboard

*Why do we ask for your SIN?

The government requires us to collect your social insurance number for income tax purposes.

Creating your account

Visit our Get Started page

  1. Enter your email and create and confirm your password

  2. Select Register to continue

  3. Select Personal Account

  4. Fill out a short About you questionnaire, including your full legal name, date of birth, address, phone number, and SIN number*

  5. Continue to the Employment questionnaire and select your statuses

  6. Continue to the Financial questionnaire

  7. Read and accept the Account agreement

  8. Verify your identity by scanning the on-screen QR code with your phone’s camera, photographing a piece of ID, and then taking a selfie

  9. Finally, verify your account through the email sent to you by Midasboard

*Why do we ask for your SIN?

The government requires us to collect your social insurance number for income tax purposes.

Creating your account

Visit our Get Started page

  1. Enter your email and create and confirm your password

  2. Select Register to continue

  3. Select Personal Account

  4. Fill out a short About you questionnaire, including your full legal name, date of birth, address, phone number, and SIN number*

  5. Continue to the Employment questionnaire and select your statuses

  6. Continue to the Financial questionnaire

  7. Read and accept the Account agreement

  8. Verify your identity by scanning the on-screen QR code with your phone’s camera, photographing a piece of ID, and then taking a selfie

  9. Finally, verify your account through the email sent to you by Midasboard

*Why do we ask for your SIN?

The government requires us to collect your social insurance number for income tax purposes.

Last Updated

Monday, September 2, 2024

Monday, September 2, 2024