Getting started

How do I confirm that portfolio setup is complete in LOXA?

Return to Set up your portfolio and review every required status. The setup banner no longer identifies a required blocker.

For
Organization owner, Organization admin
Updated
August 9, 2026
LOXA Getting started screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Getting started workflow in your LOXA role.
  • Have all required record-chain items ready before you begin.

Step by step

  1. Sign in to LOXA and open Getting started.

  2. Return to Set up your portfolio and review every required status

  3. Enter or review all required record-chain items.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the setup banner no longer identifies a required blocker.

What should happen

The setup banner no longer identifies a required blocker.

Open this workflow in LOXA