Keeping a close eye on the activities associated with your financial accounts is among the most effective strategies to prevent fraud and identity theft. In today’s digital age, where financial transactions are increasingly conducted online, the risk of unauthorized access to your personal information has significantly heightened.
To empower you in safeguarding your financial well-being, we provide you with the tools necessary for ongoing monitoring of your accounts directly through your dashboard. This feature allows you to stay informed about every transaction, ensuring that you can quickly detect any suspicious activity and take immediate action if needed. By regularly reviewing your account activities, you can enhance your security and maintain greater control over your financial information. We can send you a daily email containing every transaction during the last 24 hours for all your linked accounts -- bank, broker and credit card accounts.
To set up your continuous Daily Email monitoring, in our web application, go to your name in the upper right hand corner then select 'Settings' in the dropdown menu. In the 'Email Subscriptions' section, check the 'Daily Email' checkbox and then click the 'Save Changes' button.
Every day, you'll receive an email summarizing transactions from your linked accounts. It's a great way to catch any problems -- like bogus credit card charges -- right away.