Your financial life is complex, made up of multiple accounts at many financial institutions. In order to help you make sense of it all, we consolidate all your financial information into one place, including account balances, transactions, and holdings data. Your credentials enable us to extract the data, roll it all up, and provide near real-time analysis and insights.
Rest assured that your credentials are encrypted and we don’t have access to enter your accounts at the financial institutions' websites. You can read more details regarding the security of your credentials in this article.