Frequently Asked Questions

How can I be sure my financial information will be kept secure and private?

The security of your personal information is a top priority. Heyday implements and maintains a host of security procedures to protect your information from unauthorized access, destruction, use, modification, or disclosure. Here’s how:

• SSL Certificate

  Our website and the Heyday app have obtained SSL web certificates which establish a secure connection by encrypting your information as its being transmitted.

• Secure Microsoft Cloud Platform

  Heyday doesn’t store your personal information on our own servers. Instead, we use the Microsoft Azure cloud platform that utilizes industry best practices and multi-layered security across several data centers around the globe.

To learn more, please read Heyday’s terms of service and privacy policy.

How do I get started?

Visit the Heyday app to get started and create a free profile. Videos and interactive components will guide you step-by-step through the process to help identify your retirement goals, challenges, recurring expenses and even the income you’ll have from Social Security, pensions and other sources.

All of this information is used to design an actionable retirement income plan tailored to your unique wants, needs and financial situation.

What info do I need to use the Heyday app?

You can complete the Heyday app over the course of days or weeks, or build your plan in one sitting it’s totally up to you.

To complete the entire process, you will need to provide thefollowing information:

• Retirement age of you and your spouse (if applicable)

• Schedule a meeting

• Your monthly expenses

• Your retirement income sources, like pensions and Social Security

The app will also walk you through your goals, plus any challenges you’d like to plan for in retirement.