Your security is important to us!

Given what we are doing, your security is extremely important to us!

We never store your online banking username or password, as it is only used during setup. To connect your accounts, we utilize a high-speed encrypted connection with state-of-the-art storage and the best servers.

In addition, we do not store your online banking username or password on any of our servers. We work with a leading financial aggregation platform to ensure your data (and dollars) are protected.

All of our systems, policies and procedures undergo regular security audits by field experts to ensure that critical personal information remains safe and secure. All systems are regularly updated and upgraded to ensure compliance with current security procedures and technology, and they are SOC2, Type 2 certified.