Give your loved ones peace of mind. Keep track of your financial accounts, important documents, and digital life in one place.
Track your bank accounts, investments, and more
Chase Checking
Checking Account
Vanguard IRA
Retirement Account
Fidelity 401(k)
Retirement Account
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A clean, organized view of all your financial information
From bank accounts to digital assets, keep all your important information organized and accessible.
Track bank accounts, investments, retirement funds, and more. Never lose track of where your money lives.
Store details about wills, insurance policies, property deeds, and other critical paperwork.
Track your online accounts, subscriptions, and digital services all in one place.
Grant trusted family members secure access when they need it most.
Your data stays yours. Protected by secure authentication, 2FA, and strict access controls.
Download your information as printable summaries to keep in a safe. Great for offline access or a backup.
Life is unpredictable. Having your affairs in order isn't just about you. It's a gift to those you love. When the time comes, your family won't have to search through drawers or wonder what accounts exist.
Start small. Add one account today. Build over time. Your future self and your loved ones will thank you.
It only takes a few minutes to get started. No credit card required.
Create your free account