Master Your money with GamePlan

Find the tools to build, grow, and control your money with this personalized action plan.

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A Personalized Playbook

Your destination to customized tasks and content that will help you tackle every goal one step at a time.

a personalized playbook
set your goals

Real goals set by you

Set your goals

Learn about different categories,
including spending, saving, retirement, and more.

We’ll create a plan

The more tasks you achieve in each category,
the more prepared you can be.

well create a plan 1
well help you do it

We’ll help you do it 🎉

Celebrate your achievements and pat yourself on the back. Once you complete a goal, you’re done.

An Action plan built using advanced analytics1

To find the perfect formula for success, we did our research across our customers at MoneyLion.

15+ million

Accounts analyzed

$479 billion

In transactions analyzed

Become financially fearless

Thank your future self and start your GamePlan.

Frequently asked questions

What is my GamePlan?

Imagine having everything you need to help you optimize your money — all in one app. Meet your defense to help you get out of debt, build your nest egg, budget, and understand the ins and outs of your finances.

GamePlan is your one-stop shop to help you get on track and become fiscally responsible. We want to help all hard-working Americans invest and learn what they need to know to face their finances confidently by creating a personalized and innovative plan that utilizes your information with state-of-the-art tech. Here you can get a customized plan to help you make the most of your money, along with fun ways for you to learn how to pay off debt faster, improve your credit score, save for a rainy day, and feel in control of your finances.

The plan consists of a checklist with tasks that can help you move towards your financial goals. GamePlan gives you the information you need to move financially forward.

Tasks that include investment advice are offered by ML Wealth LLC, a subsidiary of MoneyLion and a registered investment advisor. All other tasks are offered by ML Plus LLC, a subsidiary of MoneyLion. Some tasks may lead to a third-party site; these third-party products are not offered or endorsed by us and you aren’t required to use them.

Investment advisory services are provided by ML Wealth LLC. Investment Accounts Are Not FDIC Insured • No Bank Guarantee • Investments May Lose Value. For important information and disclaimers relating to the MoneyLion Investment Account, see Investment Account FAQs and FORM ADV. Investment Accounts are subject to an administrative fee of $1 per month.

How does GamePlan work?

GamePlan takes the information you provide as well as information from your linked bank account, analyzes your financial data, and creates a personalized step-by-step plan — all in one place. This helps you reach your short-term and long-term financial goals. Once you link your external bank account, a categorized list of personalized tasks will be displayed on your GamePlan home screen. If you have a RoarMoneySM account or MoneyLion investment account, that information will also be included. It also allows you to track your progress as you complete the various tasks in the checklist.

What are the terms and conditions of GamePlan?

The terms and conditions of GamePlan can be found here.

Is there a limit on how many focus areas I can select in my financial profile?

No, there is no limit! You must select at least one to move forward with your GamePlan. You can also change these at any time by going to the GamePlan settings menu.

How do I change my focus areas or motivational phrase?

To adjust your focus areas or motivational phrase, simply go to the GamePlan settings tab and edit your financial profile. For example, to edit your motivational phrase, click “Update motivation.”

What data does GamePlan take into account?

GamePlan takes into account data directly from all of your linked bank accounts and your MoneyLion accounts, like RoarMoney and investment accounts. This includes all your income, transaction history, and spending habits. Your inputted information is also taken into account, such as your financial profile.

All information is provided for educational purposes only without warranty and is not intended to provide legal, tax, or professional financial advice. For a comprehensive review of your financial objectives, you should consult with an appropriate professional advisor.

By linking your bank account, MoneyLion will provide you with information tailored to your actual financial habits. This will give you more curated tasks and information. You won’t be able to access your GamePlan without a linked third-party account.

How do I link my bank account?

There will be an option to link your bank account during the initial onboarding process. Then, all you need to do is use the search bar to type in your bank and enter your account information. You can also link your bank account at any time by going to your Accounts tab and tapping “Link an account.” Learn more on our Help Desk page.

If my financial data inside GamePlan is incorrect, how do I update it?

While at this time, we don’t have the capabilities to allow you to update data manually, you may reach out to the MoneyLion team at [email protected], and we will do our best to update your information.

All information is provided for educational purposes only without warranty and is not intended to provide legal, tax, or professional financial advice. For a comprehensive review of your financial objectives, you should consult with an appropriate professional advisor.

How do I add or remove a focus area from my GamePlan and financial profile?

To edit, add, or remove focus areas on your GamePlan, head to the GamePlan settings tab and follow the prompts.

Do I have to complete the tasks in order?

No! You can click around in any order you’d like. This is your own checklist.

How do I mark a task complete/incomplete?

You can mark a task complete inside the story attached to it. Simply tap the task, go through the story, and then tap the “I’ve done this” button.

To mark a task complete, just slide your finger across the task itself. When you do so, a “Mark Complete” button will appear.

How is MoneyLion going to help me stay on track?

We want you to be financially successful! So your motivational phrase and progress bar will remain at the top of your GamePlan home screen to motivate you to continue working towards your goals. In addition to this, notifications will be displayed, and we’ll remind you to review your progress periodically throughout your GamePlan journey.

Why can’t I access the GamePlan screen?

Your bank account might have become unlinked, or you might have removed it. If you no longer have a linked account, you won’t be able to access GamePlan. To rectify this, click “Relink” on your GamePlan screen or “Link an account” on the Accounts tab. Note that you can remove your bank link at any time by going to “Manage linked accounts” and tapping “Remove”.

How can I give feedback on my GamePlan experience?

We love hearing from our members. Tell us about your GamePlan experience at [email protected]

How are you coming up with the tasks in GamePlan?

GamePlan takes the information you provide as well as information from your linked bank account, analyzes your financial data, and creates a personalized step-by-step plan — all in one place.

Tasks that include investment advice are offered by ML Wealth LLC, a subsidiary of MoneyLion and a registered investment advisor. All other tasks are offered by ML Plus LLC, a subsidiary of MoneyLion. Some tasks may lead to a third-party site; these third-party products are not offered or endorsed by us, and you aren’t required to use them.

MoneyLion does not provide, nor does it guarantee any third-party product, service, information, or recommendation. The third parties providing these products or services are solely responsible for them and all other content on their websites. MoneyLion is not liable for any third party’s failure concerning those advertised products, services, and benefits. These advertised products and services may not be FDIC insured or bank-guaranteed and may be subject to a different privacy policy than MoneyLion’s. You should check individual offers, products, and services to become familiar with any applicable restrictions or conditions that may apply. MoneyLion may receive compensation from third parties for referring you to the third party, their products or to their website.

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