Choose Your Next Account with Confidence
Your score.
Your matches.
Your next step.
JumpSteps+ combines your personal Match Score with editorial ratings and AI-powered match alerts — so you stop comparing products and start finding the ones actually scored for your goals. Less research. Better outcomes.
Cancel anytime · No commitment required
Two AI-driven scores — working together on your profile
JumpSteps combines two things that other financial tools keep separate: objective editorial ratings of institutions, and a personalized score built around your profile. Plus is where both come together.
A personalized compatibility score built from your profile
Answer a few questions about your goals, financial history, and preferences. JumpSteps calculates a 1–100 Match Score across five dimensions, identifying which products are genuinely suited to your situation — right now.
AI that cross-references your score with editorial ratings
JumpSteps+ takes your Match Score and layers it against our 0–10 editorial ratings — then surfaces the specific products where both your personal fit and the product's objective quality are high.
↑ Your personal rankings across 60+ rated institutions — Plus subscribers only.
Everything you need to make a better financial decision — faster
JumpSteps+ isn't a newsletter or a dashboard of charts nobody reads. It's a focused toolkit that saves you the hours of research you'd otherwise spend on your own.
AI-Matched Offers
Every product match is cross-referenced against your Match Score and our editorial ratings. Offers are surfaced where both your match score and editorial rating are strong — not ranked by what pays us the most.
Preferred Offers — Plus Subscribers Only
Access to exclusive rates and promotions negotiated for JumpSteps+ subscribers. When your profile qualifies for a preferred offer, you'll see it surfaced automatically — no hunting required.
Match Score Alerts
Your financial profile changes — and so does your compatibility with different products. JumpSteps+ monitors your Match Score and notifies you when your rankings shift, or when new products enter your high-match range.
Saved Profile & Evolving Intelligence
Your profile is saved and continues to evolve with every interaction. Claire gets smarter about your goals over time — so the longer you use JumpSteps, the more precise your matches become.
Instant Re-Scoring
Change your goals or financial situation? Recalculate your Match Score instantly and see your ranked matches update in real time — no waiting, no re-entering data from scratch.
Early Access to New Coverage
As JumpSteps expands into new financial product categories, Plus subscribers get early access to new ratings, comparison tools, and product coverage before they launch publicly.
Your goals have met their match.
Finally.
Claire is JumpSteps' AI matching engine — the intelligence that connects what you're trying to do financially with the products designed for that purpose. She scores 1,000+ products against your goals, timing, and situation, then surfaces your strongest matches. No guessing. No generic lists.
1 Based on total assets held by financial institutions rated on JumpSteps relative to total U.S. commercial banking assets (FDIC, 2024).
Less than a coffee. More than you'd expect.
JumpSteps+ is designed to pay for itself the first time it helps you find a better rate, avoid a bad product, or skip an hour of comparison research.
- AI-Matched Offers
- Preferred Plus offers
- Match Score Alerts
- Saved profile & history
- Instant re-scoring
- Early access to new coverage
- Everything in Monthly
- Priority access to new features
- Annual financial summary report
- 2 months free vs. monthly billing
Cancel or change your plan anytime from your profile settings. No cancellation fees.
Exclusive rates, surfaced for your profile automatically
When your Match Score qualifies you for a preferred offer — better rate, waived fee, or promotional bonus — it appears at the top of your matches. These aren't available to anonymous visitors.
* Illustrative example only. Institution names, rates, and offers shown above are fictional and for demonstration purposes. Actual preferred offers are determined by your Match Score profile and partner availability at the time of your session.
Everything you might want to know before joining
What is the Match Score and how does it relate to JumpSteps+?
Your Match Score is a 1–100 compatibility score built from your goals, financial profile, and preferences. It measures how well a specific financial product fits you — right now. Anyone can generate a Match Score for free. JumpSteps+ takes that score further: it saves your profile, alerts you when rankings change, cross-references your score with our editorial ratings database, and surfaces personalized preferred offers from institutions where your match is strong.
Does JumpSteps+ do a credit check?
No. JumpSteps never initiates a hard credit inquiry, and neither does JumpSteps+. Your Match Score is calculated entirely from the goals and preferences you share with us — not from pulling your credit file. When you choose to apply for a financial product through a partner, that partner may conduct their own credit check as part of their normal application process.
What are Preferred Offers and how do I qualify?
Preferred Offers are exclusive rates, promotions, or terms that JumpSteps has negotiated for subscribers with partner institutions. They're surfaced automatically when your Match Score indicates strong compatibility with a product and you meet the partner's eligibility criteria. Not every subscriber will qualify for every offer — the goal is to show you offers where you're genuinely likely to be approved and where the product genuinely fits your profile. We surface offers where your score indicates genuine compatibility.
Can I cancel my subscription?
Yes — cancel anytime from your profile settings. There are no cancellation fees and no minimum commitment. If you're on an annual plan and cancel mid-year, your Plus access continues until the end of the billing period. We don't offer prorated refunds for the remaining term, but you'll never be charged after your current period ends.
How is JumpSteps+ different from just using the free Match Score?
The free Match Score gives you a single calculation — your score across five dimensions for any product you choose to evaluate. JumpSteps+ adds persistence, intelligence, and action. Your profile is saved and monitored. You receive alerts when rankings shift. Your scores are cross-referenced with our editorial ratings from 13 publications. Preferred offers are surfaced automatically. And as your financial situation changes, re-scoring is instant. Think of the free score as a single snapshot; JumpSteps+ as the ongoing picture.
Does JumpSteps earn money from the products it presents?
JumpSteps may receive compensation from partner institutions when subscribers apply for products through our platform. This is disclosed in our Terms of Use and Privacy Policy. Importantly: no brand pays to directly improve its editorial rating or directly influence your Match Score. Compensation can affect which products are made available as Preferred Offers — but it does not affect the underlying editorial scores or the Match Score calculation. We document the methodology fully at our ratings methodology page.
See what powers your matches
Stop searching.
Start matching.
For $3 a month — or $24 a year — JumpSteps+ turns hours of financial research into a ranked shortlist built around your profile. The first good decision it helps you make will be worth considerably more.
Cancel anytime · No credit check · Compensation disclosures at /terms