Help and plans
How do I get help, understand my plan, or request my data?
Write to Joseph, Stoke’s founder, at joseph@stokemoney.com. You can copy this address into your email service if a link does not open a mail app. Do not send bank passwords, access tokens or full card details.
Sign in with email or Google
On Sign in, request an email link or use Google with the account you used for signup. Check spam and use the newest email link if an earlier one expired. If you still cannot enter, email Joseph from your login address. Help and policies remain available while signed out or during setup.
Repair a financial connection
Open Connections to inspect the source status and its available repair or reconnect action. The sync observation alone does not establish that every source is healthy. If the source still fails, email Joseph with the institution name and the step that failed, without credentials or financial records.
Check what counts and change assumptions
In Wealth, inspect Counted and Not counted, and use How this is calculated for the evidence behind the total. Review account scope in Check accounts; holding roles are available in Wealth’s Portfolio view. A home or net-worth total is not automatically withdrawable FI capital.
On Freedom → Change my plan, review spending, contributions, growth and withdrawal assumptions. The preview is a draft until you save. Your date is a conditional estimate, not a promise. All linked app actions require sign-in and may direct you through unfinished setup first.
Basic and Pro
| Included | Basic | Pro |
|---|---|---|
| Core plan and manual account entry | Included | Included |
| Scenario exploration and withdrawal analysis | Not included | Included |
| Price | Free | Monthly: Loading price… Yearly: Loading price… |
Pro catalog prices are billed per month or per year as selected, not a monthly installment of the yearly price or an upcoming invoice. Review checkout before paying. The recurring amounts are provisional placeholders; final pricing and cancellation/refund terms need launch review; see the Terms.
Financial connections are available on Basic too, subject to institution and provider support. Billing shows the enrollment capacity reported for your workspace; it does not guarantee institution coverage.
Manage billing, cancellation or a refund request
In Billing, choose Manage billing & invoices to review the Stripe portal’s available actions. If you cannot cancel there or an action is unclear, email Joseph. Check the confirmed subscription status and any end date; opening the portal does not confirm cancellation. For a refund request, contact Joseph for case-by-case review. No refund outcome or response deadline is promised.
Review the proposed cancellation and refund terms before choosing Pro. The final commercial terms require founder approval.
Request your data or help with deletion
Request my data opens an email draft to Joseph. It submits nothing to Stoke. Send it from your login address and describe what you need; do not attach sensitive records to the initial request.
Joseph must confirm your identity, workspace authority, available scope and a safe delivery method before fulfillment. Existing workspace-scoped transaction CSV exports can support an agreed request; they are not a full account archive or automatic delivery.
For deletion, email Joseph from your login address to confirm what can be removed and whether cleanup completed. Shared workspace records can remain for other members; backups, logs and independent processor records need separate consideration. See the Privacy Policy. Disconnecting a source does not erase every stored copy, and a request email is not confirmation of deletion.