Connect your Investment Accounts

Securely link your investment accounts, such as 401k, Roth, brokerage, 529, IRA, SEP, annuity, and more. By linking them all, you can view and track your financial history in one place, even if they are with different financial institutions. 

Empowering Privacy and Data Protection with Secure Encryption Technology

Your financial information is both personal and powerful — that’s why security is a top priority when we’re designing our products, policies, and practices.  We have partnered with an industry leader, Plaid, to seemlessly connect the accounts your choose.

Plaid’s information security program is designed to meet or exceed industry standards, and they use many different controls to keep your personal information safe.

Plaid is certified in internationally-recognized security standards, like ISO 27001, ISO 27701, and is SSAE18 SOC 2 compliant.  For more information on their security polices, please visit them here: https://plaid.com/safety/