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Getting set up

Setting up your Albert account takes less than 5 minutes! All you need to do is:
  1. Install the app and register
  2. Tell us about you
  3. Connect your financial accounts
  4. Set up Genius

  1. Install the app and register

    Once you create an Albert account with your email address and password, you connect your financial accounts to Albert. We look at your entire financial picture to provide recommendations. We use bank-level security, and we don't store your banking credentials.

  2. Tell us about you

    We don't believe in a one-size-fits-all approach to each individual's financial life. Tell us about you so we can better understand your needs. This will help us provide you a framework tailored for your goals.

  3. Connect your financial accounts

    Alberts's algorithms get to work. We analyze your income, spending, and budget, and find ways to save money and improve your financial well being. We'll help you get your budget in order, detect unwanted fees or rising bills, tackle debt, think about investing, and much more. Albert is always humming along quietly in the background, making sure that you're making the best financial decisions.

  4. Work with our geniuses

    Albert's team of human financial experts—our geniuses—find savings you’re missing, identify bills you’re overpaying, help you pay down debt faster, save automatically for you, and much more. We’re always a text away.

There are a few requirements for setting up an Albert account, read more about the requirements here.