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.
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.
You’ll want to connect all of your financial accounts in order to have the best plan possible. Pocket Plan is built.
Pocket Plan collects different information based on the account type, but in general we collect:
For Investment Accounts Pocket Plan collects:
For Liability Accounts Pocket Plan collects:
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.
“Excellent resource to get control of my finances.”
Natasha.S
[inf_infusionsoft_inline optin_id=”optin_6″]
By creating an account, I declare that I have read and accepted Pocket Plan’s Terms of use and Privacy Policy.
