WealthTrace

Visit mywealthtrace.com ↗ What it costs

From $229/yrprice, as published
Oct 9, 2026read on

WealthTrace's own site, as our research read it — mywealthtrace.comas read Oct 9, 2026

What WealthTrace costs

Advisor $1,049 / year
Individuals: Standard $229 / year
Individuals: Deluxe $289 / year

As mywealthtrace.com publishes them, read Oct 9, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan: No
Free trial: Yes
Runs on: iPhone Android Web
Facts on record: 12

Facts we read

AITrace AI is included in Deluxe and Advisor and answers questions with plain-language explanations based on a user's plan. · mywealthtrace.com, Oct 9, 2026
Data useWealthTrace states that it will not sell or give user data to third parties. · mywealthtrace.com, Oct 9, 2026
IntegrationsWealthTrace says users can link accounts through Yodlee and Plaid, and that bank and brokerage credentials are stored at those providers rather than in WealthTrace's database. · mywealthtrace.com, Oct 9, 2026
Investment trackingUsers can link brokerage, IRA, 401(k), and other investment accounts to monitor balances, holdings, performance, transactions, fund fees, and asset allocation, or enter investments manually. · mywealthtrace.com, Oct 9, 2026
Notable limitsCreating and saving multiple individual plans may incur an additional charge, and some account-linking and other add-ons may also cost extra. · mywealthtrace.com, Oct 9, 2026
Planning toolsThe software models retirement income, taxes, Roth conversions, Social Security, investments, expenses, and what-if scenarios. · mywealthtrace.com, Oct 9, 2026
Scenario analysisUsers can run Monte Carlo simulations and compare retirement ages, spending, investment allocation, Social Security, Roth conversions, and market downturn scenarios. · mywealthtrace.com, Oct 9, 2026
SecurityWealthTrace states that it uses 256-bit encryption for information passed between users and its servers. · mywealthtrace.com, Oct 9, 2026
SupportThe pricing page lists email and live chat support for individual plans, with priority support for Deluxe; Advisor includes email and phone support. · mywealthtrace.com, Oct 9, 2026
Tax planningWealthTrace models Roth conversions, required minimum distributions, withdrawals, retirement income, and taxes over time. · mywealthtrace.com, Oct 9, 2026
TrialThe pricing page advertises a free trial and says no credit card is required to start it, but does not state its duration. · mywealthtrace.com, Oct 9, 2026