Getting Started with Catch

Catch is a simple way to take care of your taxes and benefits if you don't get them through work. Don’t worry if you’ve never taken care of your own benefits before. Catch makes it easy. Here’s how to get started.
October 12, 2021



Catch is a simple way to take care of your taxes and benefits if you don't get them through work. Don’t worry if you’ve never taken care of your own benefits before. Catch makes it easy. Here’s how to get started. 

Step 1. Sign up

Download the Catch app for iOS or Android, or use any web browser to get started. Enter your phone number or email address to create your account. Share some basic info to get the right recommendations for your work type and style. 

Link Your Bank Account: Connect your bank account to Catch to set up your personal payroll. Be sure to link the account where you get paid. Catch will look for income and set aside for what’s most important to you: taxes, retirement, vacation, or all of the above!

Activate Autopilot: Pick how you get paid. Catch has thousands of options: from Venmo to CashApp, DoorDash to Instacart, and Bill.com to Stripe. Mark which ones are income to have Catch automatically set aside when you earn. 

Step 2. Set Up Your Benefits 

Taxes: Catch will help you figure out how much you should be setting aside on your independent and contract income. Don’t worry, though, you can adjust the withholding any time. Finish your set up by opening the account where your taxes will sit before they go to the IRS. You’ll need to provide your address and other information so we can verify that you’re YOU. Now, each time you get paid, a percent of your paycheck will be put aside for taxes automatically. No more tax surprises.

Retirement: Investing for your retirement can seem overwhelming. But the most important thing is to just get started. Catch helps you automatically invest a little bit each time you get paid so your money can start working for your future. We’ll help you choose the investments that are right for you, and just like with your taxes, we’ll set aside a percent of each paycheck whenever you get paid. You’ll have a secure, long-term investment account that grows without you having to think about it. If you’ve already got retirement accounts from past jobs or other investments, you can roll those into Catch too. And the best part? The account is yours! No matter if you change jobs or move. Everything will finally be in one place.

Health & Dental Insurance: If you need coverage, Catch will help you explore and compare plans. All of the plans you’ll see on Catch are ACA-compliant, which means they cover all of the important stuff you expect from your health insurance. We also make sure you’re getting the best available price — we’ll even enroll you in tax credits if you’re one of the 90% of people who qualify. Just fill out an application, pick the plan you want, and make your first payment. We do the rest. 

Step 3. Watch it work

Now that you’ve got your personal payroll and benefits working, all you have to do is go make that money. Get back to the work you do best. Each time you're paid, we’ll set aside for taxes and invest for your retirement. Every quarter, your taxes go to the IRS so you don’t have to worry about falling behind. Your health insurance will automatically renew once a year, but if you have any life changes — like a new family member or a change in your income — we can help you manage that too. 

Catch was created to put you back in charge of your own portable benefits. No matter how you work or what you do, we’re here to help.

This website is operated by Catch Financial, LLC. (“Catch”); Catch Money, LLC (“Catch Money”); and Catch Insurance, LLC (“Catch Insurance”). See licenses.
Banking
Catch Money is a financial technology company and is not a bank. Banking services provided by TransPecos Banks, SSB, Member FDIC. Accounts are eligible for pass-through deposit insurance only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. There may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail.
Health Insurance
Attention: This website is operated by Catch Insurance and is not the Health Insurance Marketplace® website. In offering this website, Catch Insurance is required to comply with all applicable federal law, including the standards established under 45 CFR §§155.220(c) and (d) and standards established under 45 CFR §155.260 to protect the privacy and security of personally identifiable information. This website may not support enrollment in all Qualified Health Plans (QHPs) being offered in your state through the Health Insurance Marketplace® website. For enrollment support in all available QHP options in your state, go to the Health Insurance Marketplace® website at HealthCare.gov.