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Tech Check

Is this computer ready for onboarding? Run the check on it. It takes about a minute, installs nothing, and ends with a result you send to Coastal Wealth Technology.

Looks like you're on a phone or tablet

Tech Check runs on the computer you want to check, not on a phone. Send this page to that computer and open it there.

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Check this computer

Press the button on the card for this computer, Windows or Mac. The steps open under it.

Windows

  1. Download the script onto the PC.
  2. Open it from the browser's downloads, top right. If the browser warns, choose Keep.
  3. If Windows warns, choose More info, then Run anyway.
  4. The result opens in your browser.

Mac

  1. Copy the command.
  2. Press Command + Space, type Terminal, and press Return.
  3. Press Command + V to paste it, then Return.
  4. The result opens in your browser.

Safe to run

This check comes from Coastal Wealth Technology. It reads only what the standard below covers, plus the computer's name, model, serial number and signed-in user. It installs nothing and uploads nothing.

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The standard

What a computer needs to pass. Open the printable version.

  • AgeUnder 4 years, by processor release date. Any Apple M chip with 16 GB.
  • Memory16 GB
  • SystemWindows 11 Pro on a current update, or macOS 26 or newer
  • Storage30 GB free
  • ManagementNot managed by another company
  • AntivirusThe one built into Windows or macOS
Enter the details by handFor the Technology team: check a device without the script, or correct what the script found.

Settings → System → About.

About This Mac.

This PC in File Explorer, or System Settings → General → Storage.

More details

Only when the check cannot establish it.