How Crytzer Legacies works

Five steps to one calm view of everything you own.

From the first sign-in to a shared family view — here is the full Crytzer Legacies flow, in plain language, with answers to the five questions we hear most.

The Crytzer Legacies flow

From the first sign-in to a shared family view — here is exactly what to expect, one step at a time.

  1. Sign up and turn on multi-factor

    Create your free account, then enable TOTP, a passkey, or biometric login — your sign-in becomes the only way in.

  2. Bring your accounts in by category

    Link your bank, credit, crypto, and retirement accounts one category at a time — grouping keeps the setup short and tidy.

  3. See your live net-worth total

    Balances roll up into a single real-time net-worth number — every refresh, every new connection, the total updates without you lifting a finger.

  4. Capture bills and receipts

    Subscriptions, due dates, and monthly charges land in the bills cycle; receipts get scanned into a searchable vault for taxes or warranty claims.

  5. Invite family with scoped permissions

    Bring a partner or adult child into a shared view with member-scoped permissions — they see what you choose, nothing more.

Ready when you are

See everything in one place.

Open an account in under a minute and connect the institutions that matter to you — we'll do the rest.

Create your free account

Or read our library of guides first.

Common questions

Frequently asked questions.

The five questions we hear most — answered in plain language, no fine print.

How secure is my data?

Every account is sealed behind your sign-in: TOTP, a passkey, or biometric login — and every query is scoped to your own user id, so nobody else on Crytzer Legacies can see what you have connected.

Where does the data come from?

Through read-only link aggregators — we receive a token you generate at your bank, broker, or crypto venue and pull read snapshots at refresh. Crytzer Legacies never writes back to those institutions, so it cannot move money, change a payment, or place a trade on your behalf.

What does it cost?

Crytzer Legacies is free during early access. When paid tiers launch, a Pro plan at $12 / month and a Business plan at $49 / month will be available — pricing is set on the server and never read from the browser.

Who is this for?

Anyone juggling many accounts at once — individuals balancing several banks and brokers, small-business owners separating personal and business money, and families who want a single shared view with scoped permissions.

What doesn't it do?

Crytzer Legacies is informational only. It does not trade, move money, place orders, or give financial, legal, or tax advice — consult a qualified professional for guidance on your situation.

Disclaimer. Crytzer Legacies is informational only. Nothing on this site is financial, legal, or tax advice — consult a qualified professional for personal guidance.