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How to Create Your Pocket Plan Account
Creating a Pocket Plan account is the first step to organizing your financial life in one secure place. You can sign up in minutes, either through an advisor invitation or on your own.
What Are the Ways to Create a Pocket Plan Account?
You can create your account in two simple ways:
1. How do I sign up through an advisor invitation?
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Open the invitation email sent by your financial professional
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Click the sign-up link inside the email
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Follow the on-screen steps to complete registration
2. How do I create a Pocket Plan account on my own?
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Go to the Pocket Plan sign-up page
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Create your account directly
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Invite an advisor later from inside your dashboard
Both options give you full access to Pocket Plan features.
How Do I Sign Up for Pocket Plan?
What sign-up options are available?
You can choose one of the following methods:
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Sign in with Google (Gmail)
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Sign in with Apple ID
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Sign up using a regular email address
Tip: Signing up with Google or Apple automatically enables Single Sign-On (SSO) and Two-Factor Authentication (2FA) for enhanced security.
What Information Do I Need to Create an Account?
During sign-up, you’ll be asked to enter:
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Your birthdate (month, day, and year)
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Spouse information (optional, if you plan together)
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Your current savings (checking, savings, retirement, or investments)
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Your current salary (an estimate is perfectly fine)
This information helps Pocket Plan personalize your financial insights.
How Do I Verify My Pocket Plan Email?
After signing up:
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Open the confirmation email from no-reply@pocketplan.io
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Check your spam or junk folder if you don’t see it
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Click the verification link inside the email
Once verified, you can log in and access your dashboard.
What Happens After I Log In?
After verification, you’ll see your Pocket Plan dashboard with six main sections:
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My Plan – Your financial overview and Retirement Score
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Financial Reports – Net worth, budget, and investment summaries
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Financial Info – Core financial account details
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Personal Info – Contact and personal information
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Advisor & Access – Connect or invite a financial professional
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Help Center – Guides, FAQs, and support resources
What Should I Do If I Didn’t Receive the Verification Email?
If your verification email didn’t arrive:
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Check your spam, junk, or promotions folder
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Make sure you entered the correct email address
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Wait a few minutes and try again if needed
How Can I Make My Pocket Plan Account More Secure?
To maximize account security:
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Sign up using Google or Apple
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Enable automatic Two-Factor Authentication (2FA)
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Use Single Sign-On (SSO) to reduce password risks
What Should I Do After Creating My Account?
Once your account is ready, you can:
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Securely connect your bank and investment accounts using Plaid
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Add manual accounts for assets like property or land
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Explore Financial Reports to track net worth and cash flow
👉 Next step: Continue to Connecting Your Accounts in Pocket Plan to learn how to link your financial institutions.
Pocket Plan Account Creation – FAQ
Is Pocket Plan free to sign up?
Yes, creating a Pocket Plan account is free.
Can I add an advisor later?
Yes. You can invite or connect with a financial professional at any time.
Is my financial data secure?
Yes. Pocket Plan uses industry-standard encryption, secure authentication, and trusted integrations like Plaid.
Do I need exact financial numbers to sign up?
No. Approximate values are perfectly fine and can be updated anytime.
