Partnered with Plaid

We've teamed up with Plaid to establish secure connections with over 15,000 financial institutions across the U.S.

When you register, you'll provide your online banking credentials. Rest assured, we never handle or store these credentials on our servers. They're securely transmitted through Plaid to your bank or credit card provider. Plaid then sends back an encrypted token, granting us access to your transaction data. We have no ability to alter your account. You retain control and can revoke our access at any time by unlinking your account.

Partnered with Plaid

How your transactions and balances are sent to us:

1 To link a financial account

To link a financial account, first verify your ownership of the account by using your username and password.

2 Once ownership of your accounts is verified

Once ownership of your accounts is verified, Plaid will securely retrieve your permissioned transactions or bank balances from your financial institution and share the requested information in an encrypted token.

3 We securely process

We securely process and display the information with a secure connection that you control.

Stored on Secure AWS Servers

Stored on Secure AWS Servers

Our servers are securely hosted on Amazon Web Services (AWS), a trusted platform utilized by entities like the Department of Defense, NASA, and the Financial Industry Regulatory Authority (FINRA). Your financial data on our servers will never be accessed or used by any other party.

Your financial information is personal and powerful – that's why security is a top priority when designing our products, policies, and practices.