Playbook
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Playbook offered financial advisory services, now winding down operations with client support until October 31, 2024.
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2024 for you to access and save
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About Playbook
Playbook is a technology platform that has been trusted by clients for their financial journey. Despite the tough decision to wind down, we are grateful for the support received. The platform will remain accessible until October 31, 2024, allowing clients to save any necessary information. Balance updates and transactions are pausing, giving clients time to review accounts. No additional charges will be made, and refunds will be issued for unused subscriptions. Playbook Adviser will no longer provide investment advisory services. This announcement marks the end of an era for Playbook, but we are thankful for the relationships built and the opportunity to assist clients in managing their finances.