New Account Connection - Pocket Plan App

Financial Accounts

Quickly connect your accounts to Pocket Plan securely.

Financial accounts are used to build your reports with Pocket Plan. To create your plan, simply sign into your financial accounts for Pocket Plan to build your reports. 

Pocket Plan doesn’t keep or store any of your login information. You connect your accounts using Plaid (who is owned by Visa). They provide a secure connection to your account to allow us to take a secure snapshot of your account details.

What Accounts Should I Connect?

You’ll want to connect all of your financial accounts in order to have the best plan possible. Pocket Plan is built.

What Information Does Pocket Plan Use?

Pocket Plan collects different information based on the account type, but in general we collect: 

  • Institution
  • Account Name
  • Account Type
  • Account Owner
  • Available Balance

For Investment Accounts Pocket Plan collects: 

  • Account Type
  • Investment Holdings
  • Investment Tickers

For Liability Accounts Pocket Plan collects: 

  • Liability Type
  • Balance
  • Interest Rate
  • Loan Origination
  • Monthly Payment

Can I Delete My Account from Pocket Plan?

Yes, you can delete your account at any time by going to the Connected Accounts page on the desktop. Once you do, you’ll lose access to that account information in all reports.

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