General

Is my information safe?
We understand your concerns and have taken every precaution to ensure our site and our users are protected by using 256-bit SLL encryption and we're co...
Mon, 13 Oct, 2014 at 4:06 PM
Why do you need my institution’s user names and passwords?
Our system needs to communicate with your online banking system in order to download and display your financial data so you can take full advantage of all...
Mon, 13 Oct, 2014 at 4:06 PM
When I add a linked Bank account, only my checking and savings accounts show up, but no credit cards - what do I do?
You need to search for the institution you want to link and be sure to select the appropriate account type for that institution. For example, to link a We...
Mon, 23 Mar, 2015 at 3:39 PM
Does your site support international banks?
Yes. We support international banks, although we currently only support USD currency.
Sat, 12 Jul, 2014 at 1:42 PM
When does my data get updated in the system?
Your data gets updated automatically every day at 3:00 AM (ET). You can also manually refresh your data to be as current as possible by clicking the 'R...
Tue, 16 Sep, 2014 at 11:56 AM
What if my Bank/Financial Institution is not available?
If the account you are looking for is not available, please contact us with the name of the institution you would like added, along with its URL. Our suppor...
Thu, 4 Sep, 2014 at 10:53 PM
How do I hide/delete sub-accounts that are connected to one main account?
You can remove sub-accounts in our application associated with a single set of log-in credentials. From the Accounts page, locate the sub-account you wish t...
Wed, 10 Sep, 2014 at 7:13 PM
My account has an error and failed to verify, what do I do now?
This could be for a number of reasons: Make sure you are selecting the correct account type when linking to your account. For example, you will ne...
Wed, 17 Sep, 2014 at 9:30 PM
How do I delete/cancel my account profile?
To cancel your account profile, follow these steps: Log into your account. Click on the Settings drop-down menu at the top of the page an...
Thu, 3 Sep, 2015 at 12:36 PM
I don’t understand what I should be doing here…
There are ‘?’ Tool Tips strategically placed throughout the site to provide you with an explanation of what each feature is and how it works. Simply click o...
Sat, 19 Jul, 2014 at 4:59 PM