How It Works

STEP 1 - Sign Up

Create your own profile!

 

STEP 2 - Add Your Accounts

Add your banking accounts and trading accounts securely.

 

STEP 3 - View Your Complete Financial Snapshot

See all your accounts easily in one app!

 
 

STEP 4 - Learn Your Ranking

See how you compare to others and change the filters to better compare yourself to people like you.

Become a financial champion by increasing your ranking over time!

 
 

STEP 5 - Read and Post Content

Read & engage with posts to keep up with the latest thoughts and activity from the community.

Wealthgrade will also send you a weekly notification with a relevant post from the week to automatically deliver insights and thoughts to you.

 
 

STEP 6 - Chat With Users

Build friendships and share ideas with other people like you who are striving to create a better financial future!