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Playbook is officially registered with the SEC as an investment advisor.
Playbook offers two membership plans.
The first is Playbook Essential, which costs $19/month or $180/year. These are the essential features to get your financial plan up and running with the necessary tax advantages.
The next tier is Playbook Plus, which costs $59/month or $348/year. Clients on PB Plus receive advanced tax strategies such as Tax Loss Harvesting, Asset Location, and Smart Withdrawals.
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.