Help & support
How can we help?
WealthyFi is a Canadian personal-finance app that brings every account into one calm view. Below are the questions we hear most. If you don’t find what you need, a real person is one email away.
Talk to a human
Email us and we’ll get back to you, usually within 1–2 business days. Tell us what you’re seeing and, if it helps, which device you’re on.
hello@wealthyfi.appWealthyFi Technologies Inc. · Ontario, Canada
Frequently asked
How do I connect a bank, card, or investment account?
WealthyFi links to your accounts through Plaid, a bank-grade connection provider trusted by thousands of financial apps. In the app, choose Connect an account, pick your institution, and sign in through Plaid’s own secure screen — WealthyFi never sees or stores your banking password. Once connected, we read your balances and transactions so we can show your net worth, cash flow, spending, and next moves. You can disconnect any account at any time from Settings.
Is it safe? Can WealthyFi move my money?
No — WealthyFi can never move, transfer, or withdraw your money. Every bank connection is strictly read-only: we can view balances and transactions to analyze them, and nothing more. Data is encrypted in transit (TLS) and at rest, and sensitive connection tokens are additionally encrypted at the application layer. Your data is hosted in North America. See our Privacy Policy for the full picture.
How do I cancel, or delete my account and data?
You’re always in control. To delete your account and the data tied to it, go to Settings → Account in the app, or email us at hello@wealthyfi.app. Deleting removes your connected-account tokens and personal data from our systems. As a Canadian app, WealthyFi follows PIPEDA — you have the right to access, export, and delete your data, and our Privacy Officer is the accountable contact for any request.
How does billing work?
WealthyFi offers a free plan plus an optional Pro subscription for advanced coaching and analytics, billed in Canadian dollars (CAD). If you subscribed through the App Store or Google Play, manage or cancel from your device’s subscription settings; if you subscribed on the web, manage it in your account settings. Canceling stops future charges — you keep Pro until the end of the period you’ve already paid for.
The AI money coach gave me advice — is that financial advice?
The coach is built to be educational, not licensed financial or investment advice. It answers your questions using a minimized, aggregated summary of your finances — never your raw account numbers or credentials — to explain options and suggest next moves. WealthyFi is not a bank, broker-dealer, or licensed advisor; treat its guidance as a well-informed starting point, not a recommendation to buy or sell any specific product.
More detail on how we handle your data lives in our Privacy Policy and Terms of Service. See all policies on the legal page.
Last updated July 2026