Edit Profile

Quick-Start: Not optional.
You must complete your profile for the MoneyReady App to work (most functionality of the site will be blocked until you complete the profile for yourself and your spouse, if you have one).
  • As explained in our Privacy Policy, we do not share your data with anyone.
  • Your age is required in order to accurately estimate taxes and government pensions. We set an approximate birthdate for your privacy and security. Please contact us to change your birthdate.
  • Your province is needed to estimate taxes. It is determined by where you work and should be what you declare on your tax return.
  • If you qualify for the Disability tax credit, check the box.

  • You can add your spouse to be considered by the program (this is included).
    Removing a spouse previously entered will ignore all their data (accounts, incomes, etc.) in all calculations (rebalancing, tax calculations). The data will not be deleted, but you will not be able to view or edit it until you add the person back for consideration. Please review everything as there may be unexpected changes to data after the removal and re-addition of a spouse (in particular, there may be changes to recorded priorities, beneficiaries, and life insurance.)