FinanceLink
Membership options

FinanceLink pricing and memberships.

A connected view of your financial world, with membership options designed around the scale of your financial picture.

Essential

A complete foundation for bringing your financial world together.

$40/ month
Billed monthly
Membership allowances
Connected financial accounts8
Connected businesses1
Real estate properties5
AI alternative-asset appraisals
10
AI Advisor credits5,000 / month
Vault storage10 GB
Join the Waitlist
Premier
Expanded allowances

Greater capacity for more complex financial lives and portfolios.

$100/ month
Billed monthly
Membership allowances
Connected financial accounts15
Connected businesses10
Real estate properties20
AI alternative-asset appraisals
40
AI Advisor credits20,000 / month
Vault storage50 GB
Join the Waitlist

Frequently Asked Questions

What is the difference between Essential and Premier?
Both memberships provide a connected view of your financial world. Premier provides higher allowances for connected accounts, businesses, real estate properties, AI usage, and Vault storage.
Can I change my membership later?
Membership changes can be made as your financial needs evolve. Applicable changes and billing adjustments are handled through your account.
How does annual billing work?
Annual memberships are billed as one payment each year. The monthly equivalent is displayed on this page to make comparing the two billing options easier.
What happens if I need more capacity?
You can review the allowances available with each membership and select the level that best accommodates your financial picture.
What counts as one connected financial account?
Each financial account connected through a supported institution counts toward the account allowance.
What is Vault storage for?
Vault provides a dedicated place to organize important financial documents. The plan cards show the storage allowance for each membership.