Your data and privacy
Short answer
No. WealthPlanner has no bank, brokerage or credit-bureau connections and never asks for account logins. You type in the figures you want to model.
That is a deliberate limit. It means there is no account data for WealthPlanner to store or lose. It also means the results are only as current as the figures you enter.
If a site or email claiming to be WealthPlanner asks for a bank or brokerage login, it is not WealthPlanner.
Last reviewed October 1, 2026 by the WealthPlanner editorial team. Something wrong or out of date? Tell us.
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