Financial education

What you need to know

Total wellness goes beyond feeling good and improving physical health — it also means building financial stability. Whether you are just starting your career, are in the middle of your career, or are nearing retirement, PayPal’s financial education wellness programme can provide information to help you establish goals and prepare for a financially sound future.

Financial wellness education

PayPal has partnered with RSM to provide the Financial Wellness Education Programme. RSM delivers knowledge and education through financial wellness seminars and unlimited access to one-to-one coaching to empower you to improve your financial wellness.

All services are provided at no cost to you. Your RSM financial coach will help you understand where you are today, how you see your financial future, and will help outline the steps you need to take to achieve financial wellness. 

RSM financial wellness coaches can provide information based on your life stage to help you with practical questions to develop your financial goals, including:

  • How am I doing financially?
  • How can I save more or pay down my debt faster?
  • How can I make the most of my benefits?
  • How can I plan financially for major life changes?
  • Am I on the right track in saving for retirement?
  • How will my decisions impact my taxes?
  • How do I reduce debt, including my student loans?
  • How can I protect my family with an inheritance plan and insurance?

Ready to get started?

RSM’s combination of seminars and one-to-one coaching provides the opportunity for everyone to improve their financial wellness. Follow these steps to get started.

Step 1: Create your user profile on the RSM platform.

  • Go to and register as a new user.
  • Creating your profile will require your first and last name, your employee ID number, and your PayPal email address.
  • Your employee ID number can be found on the Bridge, under your employee profile (i.e., 00######).

Step 2: Register and attend a financial wellness education session.

  • To view the schedule of upcoming sessions, visit
  • After you have accessed your user profile, select your initial education sessions. The initial sessions are 45 minutes each in duration and will be provided in a two-part series occurring on two different dates.  

Note for call centre employees: View additional details on the Bridge (must be on the PayPal network) for registration information.

Step 3: Access a financial wellness coach.

Once you’ve attended the financial wellness education sessions, you can begin your unlimited access to an RSM financial coach to begin developing your financial plan.

Who is RSM?

As the sixth-largest global accounting network, RSM has audit, tax, and consulting experts in over 120 countries all over the world. Your financial wellness education team is comprised of tax professionals that work with individuals. We share skills and insight, that are based on our experience, to help empower you to move forward with your personal financial plan. RSM is providing only information to help you make personal decisions and is not providing any tax or other professional advice. Your information is confidential, as RSM’s privacy policy protects personal information. However, RSM may share information with PayPal, such as number of active users, frequently asked questions, etc., to help with plan enhancements.

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Financial freedom

Ready to take control of your finances? With Nudge, you can receive timely, independent, and personalised financial help — exactly when you need it. You’ll continue to receive timely, personalised nudges via your preferred communication channel (email, SMS, whatsapp) when things change that might affect your finances, so you can take action to make the most of your money. It’s 100% free, 100% independent, and 100% confidential.

New hires will be automatically enrolled at the beginning of the following month and will receive a welcome ‘nudge’ with login details. Upon logging in for the first time, individuals can enter additional information to further personalise the service.

Sign up for Nudge today!

Watch a brief introductory video (accessible within the PayPal firewall).

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Experienced financial coaching

Chat by phone with a credentialled financial coach about issues like budgeting, debt, independent financial advice, or how to pay for university through the Optum Employee Assistance Programme. This programme is available to all PayPal employees and their immediate family members, and provides free, confidential advice and counselling. Need to chat with someone now? Specialists are available 24/7 to talk with you.

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