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WealthCheckin.
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Before you start

You should have a few numbers to hand so we can calculate your net worth:

  • Bank Balances

    Recent balances for all your current and savings accounts

  • Debt Details

    Information about any loans, credit cards or mortgages you have

  • Investment Values

    Current values of any investments, pensions, or savings accounts

  • Property Value

    Estimated value of your home or other properties you own

Ok, let's do it

It takes about 5 minutes to complete (honestly). You can pause and come back later.

Protecting your data

We take your privacy seriously. Here's how we protect your information:

  • Bank-level data encryption
  • We only ask for the information we need to help you track your net worth
  • You can delete your data at any time

Want to learn more? Read our privacy policy or terms of service.