Copilot product screens examples

Copilot

Signup screen where the user can create an account with email or Apple, alongside a panel showcasing design awards and a carousel of customer reviews.

• Sign Up

Copilot

Signup screen where the user enters their first name and email address and agrees to the terms of service.

• Sign Up
• Account Setup

Copilot

Signup page where the user enters their name and email to create a Copilot Money account and agrees to the terms of service.

• Sign Up

Copilot

Verification screen prompting the user to check their inbox for a magic sign-in link.

• Verification
• Sign Up

Copilot

Onboarding step where the user is prompted to set up two-factor authentication with an authenticator app before proceeding.

• Setup Wizard
• MFA

Copilot

Onboarding step where the user sets up two-factor authentication using an authenticator app and a QR code.

• Setup Wizard
• MFA

Copilot

Onboarding step where the user sets up two-factor authentication by scanning a QR code or entering a setup key.

• Setup Wizard
• MFA

Copilot

Onboarding step where the user sets up two-factor authentication by scanning a QR code and entering a six-digit verification code.

• Onboarding Checklist
• MFA

Copilot

Onboarding step where the user sets up two-factor authentication with an authenticator app before continuing.

• Onboarding Checklist
• MFA

Copilot

Onboarding step where the user links their bank, investment, crypto, or loan accounts to populate their net worth.

• Onboarding Checklist
• Browse

Copilot

Onboarding step where the user links their financial accounts by selecting from popular banks or browsing by account type like Banks, Crypto, or Loans.

• Onboarding Checklist
• Account Setup

Copilot

Onboarding step where the user searches for or selects their financial institution to link accounts.

• Account Setup
• Import & Export