Getting Started

Set up your account, understand the platform, and learn the fundamentals of building plans.

9 articles

How to create your Planworth account and sign inCreate your Planworth account, complete any required setup, and reach the Advisor Dashboard.

How to set your password and account securityCreate or reset your Planworth password and complete any authentication step required by your organization.

How to use Financial CalculatorsOpen Planworth's standalone RRIF Withdrawal Strategy or Income Tax Calculator and review results from your inputs.

Glossary: plan datesUnderstand the date labels used for scenario projections, retirement timing, current Statements, and Evaluation year-to-date values.

Glossary: key assumptions (CPP/OAS, inflation, rate of return)Understand the CPP/OAS, inflation, and rate-of-return assumptions that influence a Planworth scenario.

Glossary: Insights Core vs Insights ProUnderstand the difference between Insights Core and Insights Pro in Planworth.

Glossary: common Planworth termsUse consistent Planworth language for client information, planning scenarios, reports, and review tools.

How to contact support, report a bug, or request a featureSend Planworth Support a product question, bug report, account request, or feature suggestion from in-app Help.

How to find help inside PlanworthOpen in-app Help to search the Help Centre, send Planworth a message, or return to an existing conversation.