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What Your Advisor Can See (and What They Can’t) in Your Plan
Overview
Your privacy matters, and Pocket Plan is built to protect it. When you connect with a financial advisor, they only receive view-only access to specific parts of your financial profile. Below is a clear breakdown—written in Q&A format—to help you understand exactly what information is shared and what stays private.
Advisor Access in Pocket Plan
What information does my advisor see when I connect them to my Pocket Plan account?
Your Financial Summary (Quick Report)
• Cash on hand
• Assets
• Liabilities
• Budget overview
This gives your advisor a high-level snapshot of your financial health without exposing sensitive details.
2. Account Summaries
Advisors can see a summary of any accounts you’ve added, such as:
• Bank accounts (balances only)
• Loans
• Investment accounts
3. Your Plan & Shared Scenarios
Any financial scenarios or long-term plans you choose to share with your advisor will be visible to them. This allows them to collaborate with you and provide guidance based on real numbers.
What information is hidden from my advisor?
Pocket Plan protects your sensitive data. Advisors cannot access:
1. Login Credentials
Your usernames, passwords, and authentication details are completely hidden.
2. Full Account Numbers
Actual account numbers, card numbers, and other sensitive identifiers are never shared.
3. Ability to Make Changes
Advisors have view-only access. They cannot:
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Edit your accounts
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Update your plan
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Make any financial transactions
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Change your data in any way
Your information stays under your control.
Frequently Asked Questions
Can my advisor see all my accounts automatically?
No. Advisors see only the accounts you have added to Pocket Plan and only the data Pocket Plan displays.
Can my advisor change my plan?
No. All access is read-only. You are the only person who can edit your data or update your plan.
Do advisors see my bank login information?
Never. Pocket Plan uses secure connections that hide all credentials and authentication details.
Can I stop sharing with my advisor?
Yes. You can disconnect an advisor at any time. Once disconnected, their access ends immediately.
What happens to my scenarios after I disconnect?
They will no longer be visible to the advisor. Your scenarios remain in your account only.
