Getting Started

The Vestalyze Weekly Newsletter is something we put together for all active subscribers to Vestalyze. When you sign-up for a FREE, CORE, or CORE+ account, you’ll automatically be added to the list receiving weekly tips, tricks, and market insights to help reach your financial goals. Whether you’re just getting started to track your money and invest […]

Even smart investors forget their passwords at times! You can reset your password by clicking the Forgot Password link on the login screen which will re-direct you to this page:

To start seeing the benefit of Vestalyze, you will need to add at least one investment account (or bank account) to your profile. The process of adding your first account is a straight-forward process that only takes a few minutes. Vestalyze syncs up with over 10,000 financial institutions around the world. Some of the more […]

The first step to start using Vestalyze is to open up an account, and depending on your needs; you can choose our Free plan, CORE, or CORE+. After you complete the quick sign-up process, you will be prompted to add your first investment account, so we can start tracking your investments. If you choose one […]

Your financial life is intricate, made up of numerous bank accounts, brokerage accounts, loans, and credit cards likely at all different financial institutions. Part of our goal is to help you comprehend all your money by summarizing all your financial accounts into one centralized repository – your WealthVisual™. We track your transactions, account balances, and […]

Vestalyze takes the security of your personal financial information very seriously, using multiple layers of protection. All user account passwords into our platform are safeguarded using military-grade 256-bit encryption.  Accessing Your Financial Data Vestalyze uses Plaid to access all your financial data. Plaid is a secure, audited, and trusted company that has built alliances with […]