Setting up your Workplay accounts takes less than 5 minutes! All you need to do is:

1. Install the app and register.
2. Answer simple questions.
3. Connect your financial accounts.

1. Install the app and register

Once you create a Workplay account with your email address and password, you will be sent a verification link via email. Once that is verified, you will be redirected to the app. We don't believe in a one-size-fits-all approach to each individual's financial life will lead to best results, so the answers to our questions determine how we build the framework for your goals.

2. Connect your financial accounts

Workplay gets to work the moment you join. Our AI builds a personalized financial blueprint by analyzing your income, spending, and habits—then shows you exactly how to save, cut waste, and grow. We help you get your budget in shape, eliminate unwanted fees, knock out debt, improve credit, start saving, and prepare for investing. Workplay runs in the background like your always-on planner, making sure every money move pushes you closer to long-term wealth.

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We use bank-level security, and we don't store your banking credentials.