How to help your client manage their money With Sequence.

Sequence is a platform that enables you to build a visual money map for your clients and set up automated cash flows.

To begin, go to [Sequence Playground](https://playground.getsequence.io/?_gl=1*1h7nb9q*_ga*MTQ5MDcwNjE5Mi4xNjk5NTM2MDM4*_ga_V645C4GCMC*MTcwMjI4ODUyMC4zNy4xLjE3MDIyODg1MjIuMC4wLjA.) to create your client’s map. Below we will explain how to set up a Playground map.

👋 Introduction

Ports, Accounts & Pods Set up your client’s map by creating ports, accounts, and pods.

🏦 Port: A port serves as a point of entry for income sources to flow into Sequence.

💵 Account: An account serves as an external existing bank account, credit-card, financial app, or crypto wallet.

💰 Pod: A pod is a sub-account that can be used in place of connecting an additional external account. Each pod is labeled with a new Account Number.

🏁 Start

Set up your client’s fund’s point of entry: Create a port and connect your client’s incoming funds into it. A port serves as a point of entry for income sources to flow into Sequence.

  1. Select “Add Port”
  2. Name your Port
  3. Create Port

Create-Port (1).gif

🔗 Connect

Next, connect their external accounts: Create an account for your client’s existing bank accounts, credit-cards, financial apps, or Crypto wallets.

  1. Select “Add Account”
  2. Select “Depository, Liability, or Manual”