At Planswell, our mission is to help you feel better about your money.
Please review our terms, you must agree to them in order to use our Financial Planning Tools and related services. If you are using Planswell on behalf of your business, make sure you are allowed to agree to our terms of service.
We may update this document in the future if there are changes in regulations, or if we offer new ways to help you meet your financial goals.
User registration and managing passwords
You will need to sign up for an account to use our online survey. Keep your password safe and let us know if you detect any unusual behavior on your account immediately. You also must be at least 18 (or have your parent’s permission) to use Planswell.
Your account; status and adding/withdrawing funds
You may add new funds, withdraw existing funds or cancel your use of the Service at any time, but we do not provide prorate refunds or adjustments. To cancel your User Account, you must do so on our website settings page for help.
Unless otherwise noted, information published on this site are copyrighted works of Planswell.
Third party information, such as data required to fund your investment account, open insurance policies and underwriting your mortgage are subject to the copyrights of those third party providers.
You can copy information on this site for your own personal use.
Consent to receive electronic communications
By opening an account and using Planswell services, you consent to receive all communications from Planswell electronically and you confirm that you can access, receive and retain such communications. “Communications” means all communications, terms, disclosures, notices, and statements that Planswell provides to you in connection with your account and your use of the Planswell services. Planswell provides communications to you by posting them on planswell.wpengine.com or by emailing them to you at the email address associated with your account.
Planswell may link to third-party sites with their own terms of service which are distinct and different from our own.
Limitation of Liability
We think that Planswell is the best financial planning company the world has ever seen. If this all ends poorly and we have to go to court, it must be in Ontario…but it won’t 🙂