Settings
Account & Settings
Manage your profile, plan, and preferences.
Profile Information
Update your display name and investor type.
DIY Investor
Self-directed, hands-on with individual stocks and ETFs.
ETF-First
Low-cost passive index investing with broad ETFs.
Dividend Investor
Focus on income-generating dividend stocks and funds.
Advisor
Financial professional managing multiple client portfolios.
Change Password
Update your account password. You'll stay signed in after changing it.
Current Plan
You're currently on the Free plan.
Current Plan
Free
$0 / mo
- Portfolio upload (CSV/XLSX)
- Dashboard & holdings view
- Basic sector breakdown
- 3 active alerts
Investor Pro
$4.99 / mo CAD
- Everything in Free
- Unlimited portfolios & alerts
- Real-time market data
- Full Wealthy AI access
- ETF screener & advanced analysis
- Model portfolio library
7-day free trial · Cancel anytime · 30-day money-back guarantee
Display Preferences
Customise how Wealth Rebalancer looks and behaves.
Notification Settings
Choose what updates you'd like to receive.
Portfolio drift alerts
Get notified when a holding drifts past your threshold.
Rebalancing reminders
Monthly reminder to review and rebalance your portfolio.
Wealthy AI insights
Weekly AI-generated insights about your holdings.
Product updates & changelog
New features and improvements to the platform.
⚠️ Danger Zone
These actions are permanent and cannot be undone.
Clear all portfolio data
Permanently deletes all uploaded holdings from your account.
Delete account
Permanently deletes your account and all associated data.