Financial Wellbeing


BrightPlan LogoManaging finances can be complex, but it doesn’t have to be. We’ve partnered with BrightPlan to help you achieve your most important financial goals. With BrightPlan, you can create a financial plan, build a budget, invest, and speak with a financial advisor. Whether you’re looking to build a financial plan or simply learn strategies to better manage money, BrightPlan has a solution for you.

To get started, download the BrightPlan app and use the activation code salesforce or visit

For more information please visit Concierge.

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Rocket Lawyer

We know how challenging it can be to navigate legal matters. That’s why we’ve partnered with Rocket Lawyer, an online legal services company that connects you to the legal help you need, when you need it. From starting a family to buying a home to working through a landlord dispute to estate planning and more, Rocket Lawyer can help you in all your life stages. To get started, register at with your Salesforce email.

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We know that student debt can be a major financial stressor. To help you navigate student debt and improve your financial wellbeing, we offer, an innovative platform designed to help you shave years off of student loans. To register, simply sign up using your Salesforce email, connect your loans through Roll Up, and turn those pennies and dimes into huge savings with Round Up!

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Bank of America

Bank of America logoSaving money can make a big difference in the financial wellbeing of you and your family. To help you save more, we’ve partnered with Bank of America to provide special banking benefits — including no fees on select everyday banking services and waiving certain fees for Bank of America®️ checking and savings accounts that receive a Salesforce payroll direct deposit — as well as certain discounts on a new mortgage for all Salesforce employees who qualify.

You can get a special bundle of no-fee banking services by setting up a Salesforce payroll direct deposit into an eligible existing or new personal Bank of America checking or savings account. Learn more and get started on Concierge.

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Making decisions about your mortgage and finances can be stressful. To help alleviate some of that stress and save money in the process, we offer special Chase benefits. From buying a new home to refinancing and more, Chase benefits are available to help you every step of the way.

If you’re buying a new home or refinancing your current home, you’re eligible for a $750 credit at closing from Chase. Plus, you get access to additional products and services including expert help, affordable lending, purchase closing guarantee, educational resources, and more! Check out Concierge to learn more and get started.

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