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Frequently asked questions

What is My Financial Plan?
How do I connect my bank and financial account?
How do I reconnect, edit, or remove a bank account from My Financial Plan?
How does My Financial Plan use my data?
How do I change my current age in My Financial Plan?
How do I change the time period my plan covers?
What is Plaid?
How do I delete My Financial Plan profile?
How much does My Financial Plan cost?
Does My Financial Plan offer comprehensive financial planning?