Carefull guards your money, credit, and identity from threats, thieves, and everyday money mistakes.
You can text or call us at (833) 836-0050
Carefull guards your money, credit, and identity from threats, thieves, and everyday money mistakes.
You can text or call us at (833) 836-0050
Financial safety means protection inside and out — from scammers, but also our own occasional slip-ups.
Outside THREATS
The latest digital fraud, scams and identity theft, including schemes targeting seniors.
$8.8
BILLION
estimated losses in 2022
INSIDE THREATS
Simple financial mistakes, forgotten bills, lost passwords, and even theft by someone you trust
Carefull provides all-in-one financial safety, covering both outside threats and inside risks — backed by $1 million of identity theft insurance.
Financial safety made simple
Only what you need to know, when and where you need it
Make sure your money is spent the way you want.
Smart email alerts catch unusual activity, suspicious transactions, and simple, common mistakes
Easily customizable so you only receive the alerts you want
We look for things others don't. Carefull’s personalized monitoring is always adapting to the newest threats.
WE KEEP AN EYE OUT FOR:
Fraudulent checks or money orders
Unusually low balance
Unusual recurring charges from politicians and marketers
Unwanted donations to charities or organizations
Unusual cryptocurrency sale or purchases
Strange withdrawals from paid help or people you know
Increase in weekly or monthly charges
Changes in pharmacy or medical spending
Deposits that may be from scammers or bad actors
Unauthorized ATM withdrawals
Fraudulent requests or payments via Zelle or PayPal
Fraudulent checks or money orders
Unusually low balance
Unusual recurring charges from politicians and marketers
Unwanted donations to charities or organizations
Unusual cryptocurrency sale or purchases
Strange withdrawals from paid help or people you know
Increase in weekly or monthly charges
Changes in pharmacy or medical spending
Deposits that may be from scammers or bad actors
Unauthorized ATM withdrawals
Fraudulent requests or payments via Zelle or PayPal
Fraudulent checks or money orders
Unusually low balance
Find new ways to save and see every bill across every account.
Know every person, business or service that charges you regularly
Catch bill changes, redundant services, and see discounts on your regular services
Carefull helps you speak to a human or negotiate/cancel bills when needed
Better Business
Bureau
Smart Money
Award 2021
Banking-Tech
Award 2022
A blanket of protection for your identity & credit.
24/7 identity monitoring and tools to fix breaches
We scan the dark web 24/7 for any signs of your personal data
We’ll immediately alert you to any data breaches and help you fix them immediately
$1
MILLION
Every Carefull member is covered by
$1 million dollars of identity theft insurance
If your identity is stolen, we cover lost funds and legal fees up to $1 million*. Active as soon as you sign up.
*to review full policy details, including distribution of funds click here
Credit Monitoring
24/7 credit monitoring that finds and shows you every credit event using your name and SSN
On-demand, US-based specialists are available to help fix any issues or freeze your credit to prevent misuse
Take it from thousands of happy members, advisors, industry experts, and journalists.
C&N is committed to providing our customers with innovative solutions and tools to help them navigate every stage of life. We believe that Carefull’s streamlined, easy-to-use platform will create a great deal of value for our senior customers and their caregivers alike.
Brad Scovill
President & CEO
C&N Bank
Carefull gives our clients instant peace of mind. The value-add is immediate and it has become irreplaceable for our advisors using it.
VP at Coastal Wealth,
a Mass Mutual Firm
Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected.
Jane B.
Carefull Member
Carefull’s alerts give me visibility into potential fraud impacting my clients, and helps alleviate stress for individuals who are responsible for a loved one’s finances as well as their own.
Jessica Searcy Kmetty
President & CEO
Searcy Financial Financial Services
TCB was not alone when we discovered a lack of digital tools to protect our most vulnerable customers – our aging community. We were very delighted that we found a strategic partner in Carefull that helps us better serve this community.
Peter Lee
SVP and Chief Information Officer
The Cooperative Bank
I’m constantly looking for new tools to help offer clients insights, practical help, and pathways to a high-impact life, including in novel areas outside the typical domain of investment management. Carefull will help to detect any financial fraud and money mistakes for my older clients and their caregivers.
Erik Olson
CFP® Wealth Advisor
Arete Wealth
Teaming up with Carefull is a great way to help us deliver on our Nationwide promise. Being able to do more for our members during their caregiving journey is what we are most excited to lean into and improve.
Bobbi Jo Allan
VP, Digital Product
Management & Innovation
Nationwide
Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily.
Melody G.
Carefull Member
C&N is committed to providing our customers with innovative solutions and tools to help them navigate every stage of life. We believe that Carefull’s streamlined, easy-to-use platform will create a great deal of value for our senior customers and their caregivers alike.
Brad Scovill
President & CEO
C&N Bank
Carefull gives our clients instant peace of mind. The value-add is immediate and it has become irreplaceable for our advisors using it.
VP at Coastal Wealth,
a Mass Mutual Firm
Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected.
Jane B.
Carefull Member
Carefull’s alerts give me visibility into potential fraud impacting my clients, and helps alleviate stress for individuals who are responsible for a loved one’s finances as well as their own.
Jessica Searcy Kmetty
President & CEO
Searcy Financial Financial Services
TCB was not alone when we discovered a lack of digital tools to protect our most vulnerable customers – our aging community. We were very delighted that we found a strategic partner in Carefull that helps us better serve this community.
Peter Lee
SVP and Chief Information Officer
The Cooperative Bank
I’m constantly looking for new tools to help offer clients insights, practical help, and pathways to a high-impact life, including in novel areas outside the typical domain of investment management. Carefull will help to detect any financial fraud and money mistakes for my older clients and their caregivers.
Erik Olson
CFP® Wealth Advisor
Arete Wealth
Teaming up with Carefull is a great way to help us deliver on our Nationwide promise. Being able to do more for our members during their caregiving journey is what we are most excited to lean into and improve.
Bobbi Jo Allan
VP, Digital Product
Management & Innovation
Nationwide
Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily.
Melody G.
Carefull Member
C&N is committed to providing our customers with innovative solutions and tools to help them navigate every stage of life. We believe that Carefull’s streamlined, easy-to-use platform will create a great deal of value for our senior customers and their caregivers alike.
Brad Scovill
President & CEO
C&N Bank
Carefull gives our clients instant peace of mind. The value-add is immediate and it has become irreplaceable for our advisors using it.
VP at Coastal Wealth,
a Mass Mutual Firm
Simple pricing with no surprises
Choose monthly or yearly pricing
$
29
.99
Paid every month.
$
299
Paid every year.
Save $61
What’s included
Money monitoring for unlimited accounts
Bill organization and management
Smart, customizable email alerts
Credit monitoring
Encrypted password storage
Home title monitoring
Live, US-based expert assistance
Hack recovery & scam check tools
$1M Identity Theft Insurance Policy
24/7 dark web scanning
Identity monitoring & data breach fixing
Secure sharing with family
The highest standard of
data security & privacy
For retail banks &
credit unions
For financial advisors
and wealth managers
Live
Carefully
