Getting started with Klyrr
How to sign up, verify email, complete onboarding, and start a Solo or Family trial on Klyrr.
Sign up
- Go to klyrr.ca/en/signup.
- Enter your email and complete the security check.
- Open the email and continue the link.
- Choose a display name and password (at least 8 characters), accept the terms (including AI processing), create the account.
- A default finance file is created for you automatically.
Tip: Use the email you check often — verification and 2FA codes go there.
Verify your email
Until your email is verified, the app redirects you to a verification page. Use Resend if the first message didn’t arrive (check spam).
Onboarding questionnaire
After verification you answer a short survey (province, banks, income band, goals, household size). This does not create finished Plan goals with dollar targets — it seeds draft goals later when you open Plan. Then you continue to billing.
Start a trial (billing)
- Choose Solo or Family, monthly or annual.
- Start the 7-day free trial (card required; you are not charged for 7 days if you cancel in time).
- Manage payment methods and invoices later under Billing (Stripe portal).
Plans (CAD)
- Solo: 1 finance file, 1 member (you).
- Family: up to 4 files, up to 4 members per file — for sharing with a partner or caregiver.
Tip: If someone invited you to their Family file, you may already have access through their subscription — Billing will say the owner manages payment.
Sign in later
- Email + password, or Google.
- You may get a 6-digit email code (2FA). Optionally trust the device for 14 days.
- Forgot password: use Forgot password? on the login page.
Ready to follow these steps in your account?
Open Klyrr