Security

Safely Manage Your Finances Online

Is it secure to sync with my bank?
It is extremely secure (and convenient) to sync with your bank.
The bank's login information you share is not stored in our database, but is instead stored by our sync providers: Yodlee and SaltEdge. Once sent to the provider, we no longer have any access to your login information.
All our sync providers have decades of experience handling sensitive customer information. They even power payments and online banking interfaces for many banks.
Learn more about your sync providers: Yodlee and SaltEdge.
All your accounts at one place
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