Access the Consumer Software

To gain access to the consumer version, please register for an account. You will need a valid email address.

Please note that the information you provide may be provided to one or more financial professionals who have access to the professional version of Wealth & Income Planner. The professional version adds to the consumer version a variety of scenarios depicting various risks to your long-term financial prosperity. The professional version helps financial professionals demonstrate these risks and how best to protect you from these risks.


Username: (Usually your email address)
Password: Forgot your password?


Register for an account