Bank level security. Data in transit is encrypted using 256-bit SSL encryption method.
Minimum personal data requested from users.
No Social Security Numbers, date of birth(only year of birth) or complete address requested.
No login or password stored for any links to financial institutions.
Data secured on Amazon Web Services (AWS) Cloud.
Users directly login with partner aggregator who are connected to the financial institutions platform.
Bank level security: 256 bit SSL encryption.
ISO 27002 and SOC 2 standards.
Strong internal controls, background checks, audits.
Follow PCI DSS, FCRA/State laws.
Provide investment recommendations.
Do not make any allocation or fund changes on user's behalf.
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