Your Wealth Architect

Meet the new mobile-first Wealth Architect: a clearer Home, Accounts, Transactions, Budget, Goals and Plan, plus faster AI help.

Wealth Architect AI helps you turn scattered accounts, budgets, goals, and retirement questions into one clear financial roadmap.

Instead of juggling spreadsheets, tabs, and half-finished plans, tell Wealth Architect what is happening in your life. It organizes your financial picture, runs planning math, and helps you understand what to do next.

Use Wealth Architect to:

• See your net worth, accounts, assets, liabilities, and cash in one place
• Understand spending, budget pace, recurring transactions, and what is left for the month
• Build goals into a monthly savings plan
• See retirement targets, portfolio paths, and where future retirement income may come from
• Ask AI questions about your own financial context
• Review clear next steps as your life changes

Wealth Architect is built for U.S. users who want more than a spreadsheet, but do not want to wait weeks for a static plan. Your roadmap can update as your accounts, goals, budget, and assumptions change.

Security matters. Wealth Architect uses read-only account connections where supported and is designed to help you understand your money without moving funds, placing trades, or holding assets.

Wealth Architect provides educational financial planning tools and informational insights only. It does not provide investment, tax, legal, accounting, banking, brokerage, custody, lending, trading, or other professional advice. Consult qualified professionals before making decisions that affect your finances, taxes, legal rights, or investments. What you can do:

• See a clear view of your financial path
• Build a retirement plan around the lifestyle you want
• Review budgets, spending, and transaction categories
• Track goals and see how they fit together
• Ask Wealth Architect AI questions about your plan, budget, goals, and accounts
• Update assumptions as life changes and see your plan refresh

Wealth Architect is designed to make financial planning easier to understand, not to replace professional judgment. The app provides educational planning tools and informational insights only. It does not provide investment, tax, legal, accounting, banking, brokerage, custody, lending, trading, or other professional advice. Wealth Architect does not place trades, move money, originate loans, or hold funds.