How it works
My MoneyThe day-to-day engine — what comes in, goes out, and what you may be owed.My AssetsEverything you own, valued and reconciled in one place.My PlansForward-looking projections for tax, estate, retirement and budget.My ToolsYour whole picture read in one place — the moves worth considering, in order.My DetailsAccounts, documents and settings that power the whole system.
Learning LibraryPlain-language lessons across every money topic — read, watch, and go as deep as you want.OWN YouthFinancial literacy for the next generation — built for youth, parents and teachers.
About OWN
Join the waitlist

Contact & complaints

We’re here to help.

A question about your account, a concern about your data, or a complaint about how something works — it all goes to one place, and a real person reads it. Here’s how to reach us, and exactly what happens after you do.

Email support@ownfinancial.ca → Use this for your account, subscription, data, privacy, security, billing, the product — anything about your use of OWN.

Before you write

A few details go a long way.

You don’t have to get this perfect. But the more you can tell us up front, the faster we can look into it.

Your name
The email address on your OWN account
A short description of the issue
Any relevant dates, screenshots, or reference numbers
The outcome you’re hoping for

Please leave out sensitive information that isn’t needed to explain the issue — passwords and full account credentials especially.

How we handle concerns

What happens after you write in.

A concern is only taken seriously if there’s a real process behind it. Every message follows the same path.

Step 01
We reviewWe read what you sent and work out the nature of the issue. Some things we can resolve quickly; others need a closer look.
Step 02
We may askIf we need more to understand or investigate, we’ll come back to you by email.
Step 03
We respondWe reply as promptly as we reasonably can — what we reviewed, what we found, what we’ve done or will do, and any further steps open to you.
Step 04
We keep a recordWe may keep a record of your concern and how we handled it, so we can improve, meet our obligations, and protect the platform.

The right subject line

One inbox. A few fast lanes.

Everything reaches support@ownfinancial.ca. Adding the right subject line just helps us route it to the right people faster.

Privacy

Your personal information.

How OWN collects, uses, stores, protects, or shares your information — including access, correction, and deletion requests, or a suspected privacy or security incident.

If we can’t resolve a privacy concern to your satisfaction, you may have the right to contact the applicable privacy regulator.

support@ownfinancial.ca Subject: Privacy Concern
Security

Something doesn’t look safe.

If you think your account, your data, or the OWN platform may be affected by a security issue, tell us right away.

Include enough for us to assess it — but never send passwords, full account credentials, or sensitive details you don’t need to.

support@ownfinancial.ca Subject: Security Concern
Billing & subscription

Payments and access.

Billing, subscriptions, cancellations, refunds, or account-access questions. Include the email address on your OWN account and a short description of the issue.

support@ownfinancial.ca Subject: Billing Concern
The product

Something looks off.

OWN gives you dashboards, education, planning tools, projections, and insights. If something looks inaccurate, unclear, incomplete, or isn’t working as expected, tell us.

Point us to the page, chart, account, transaction, assumption, or output so we can review it properly.

support@ownfinancial.ca Subject: Product Concern

Response timing

Formal complaints acknowledged within 5 business days.

We reply to everything as promptly as we reasonably can. Some issues take longer to review — especially those involving account data, technical investigation, privacy, security, or a third-party service provider. When that happens, we’ll tell you.

A note on how we talk.

Money can be stressful — we understand that. We’ll always treat you with respect, and we ask for the same in return. We may limit or stop responding to messages that are abusive, threatening, repetitive, or made in bad faith.

This isn’t professional advice.

OWN helps you understand your financial life — it doesn’t replace professional legal, tax, accounting, investment, insurance, or financial advice. If your concern relates to a decision you’re weighing, speak with a qualified adviser.