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Questions about the product?

Our support team is here to help with any product questions. We’re based in San Francisco, credentialed, and our average response time is 1-2 hours.

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Quick answers

Is Playbook licensed? +

Playbook is officially registered with the SEC as an investment advisor.

How much does it cost?+

Playbook offers two membership plans:

1) Playbook Essential, which costs $9/month. These are the essential features to get your financial plan up and running with the necessary tax advantages.

2) Playbook Plus, which costs $59/month. Clients on Playbook Plus receive everything from Essential in addition to advanced tax strategies such as Tax Loss Harvesting, Asset Location, and Smart Withdrawals.

And we’re not like other apps, we’re a cool app. We’ll never charge hidden fees and you can cancel anytime. Learn about our pricing

How safe is Playbook?+

Privacy and security are our top priority. We keep your financial information safe with bank-level security, 256-bit SSL encryption, and read-only access.

Translation: Your personal information is safe and secure with Playbook.

How do I close my account?+

Please email our support team at hello@helloplaybook.com and we'll take care of that right away.

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Get on the road to financial freedom.

Playbook is an easy-to-use app to sharpen your investments, optimize taxes, and boost your net worth.

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