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.
Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.
This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
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“Excellent resource to get control of my finances.”
Natasha.S
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