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Tech Setup

Your computer, ready for work. Coastal Wealth Technology sets it up with you in one session.

Looks like you're on a phone or tablet

Coastal Tech Setup runs on the computer we're setting up, not on a phone. Send this page to that computer and open it there.

Connect with Zoho Assist

Type the session ID we give you, then join. On Zoho's page, type your name, choose Join Session, and open the file it downloads. It walks you through the rest.

Join remote session (opens in a new tab)