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On the recordRead 11 Oct 202619 facts
Pilot Wealth
Plans and prices
Free
Free
Unlimited transaction tracking · Smart budget management · Up to 3 recurring subscriptions · Multiple savings goals
Read 11 Oct 2026 · pilotwealth.ca
Pro
C$6.99a month
Automatic bank sync via Plaid (paused for now) · Unlimited income sources · Real-time net worth tracking · xAI-powered coach: 25 messages/day, fair-use monthly limit
Read 11 Oct 2026 · pilotwealth.ca
Premium
C$12.99a month
Advanced stock and ETF tracking · Pilot Learn: 12 financial courses · Custom alerts and notifications · Elite xAI-powered coach: 100 messages/day, fair-use monthly limit
Read 11 Oct 2026 · pilotwealth.ca
On the record
- Account sync
- bothpilotwealth.ca · read 22 Sep 2026
- AI coach
- The AI coach is powered by xAI and can answer questions using spending, income, savings, and goals data.pilotwealth.ca · read 11 Oct 2026
- Authentication
- The security policy says authentication is handled by Clerk and Pilot Wealth does not store passwords.pilotwealth.ca · read 11 Oct 2026
- Bank integration
- Pilot Wealth uses Plaid for bank connections, but automatic bank sync is currently paused and accounts can be tracked manually.pilotwealth.ca · read 11 Oct 2026
- Bill tracking
- Yespilotwealth.ca · read 22 Sep 2026
- Budgeting
- The Free plan includes smart budget management, unlimited transaction tracking, and manual transaction entry.pilotwealth.ca · read 11 Oct 2026
- Budgeting tools
- Yespilotwealth.ca · read 22 Sep 2026
- Canadian accounts
- The product is built around Canadian accounts including TFSA, RRSP, and FHSA.pilotwealth.ca · read 11 Oct 2026
- Data protection
- Pilot Wealth says data is encrypted in transit and at rest, and bank access tokens are encrypted again before storage.pilotwealth.ca · read 11 Oct 2026
- Intended audience
- Pilot Wealth describes itself as built for Canadians and says it is not a financial advisor and its content is educational.pilotwealth.ca · read 11 Oct 2026
- Investment features
- Pro includes investment tracking and insights, while Premium adds advanced stock and ETF tracking and investment holdings auto-sync, which is currently paused.pilotwealth.ca · read 11 Oct 2026
- Learning
- Premium includes Pilot Learn with 12 financial courses.pilotwealth.ca · read 11 Oct 2026
- Net-worth tracking
- Yespilotwealth.ca · read 22 Sep 2026
- Payments
- The security policy says payment processing is handled by Stripe and Pilot Wealth does not store card numbers or payment credentials.pilotwealth.ca · read 11 Oct 2026
- Purpose
- Pilot Wealth offers Canadians budgeting, savings goals, net worth tracking, and an AI coach informed by their financial data.pilotwealth.ca · read 11 Oct 2026
- Security
- The security policy says Plaid access tokens are encrypted at rest and Pilot Wealth does not store bank usernames or passwords.pilotwealth.ca · read 11 Oct 2026
- Support
- For account access help, the site directs users to [email protected].pilotwealth.ca · read 11 Oct 2026
- Supported institutions
- The site lists RBC, TD, Scotiabank, BMO, CIBC, and hundreds of credit unions as supported through Plaid.pilotwealth.ca · read 11 Oct 2026
