Legal Disclosures, Terms, and Policies

We’re working with the best partners in banking, brokerage, and insurance to help people improve their lives. Check out the policies from each of our partners.

 
Wallit
Wallit Inc.
Our software and services are designed to bring all your banking needs in one place. We provide you the user interface to access your accounts to more easily manage your money and to keep your data secure.

Terms of Use
Privacy Policy
 
Dwolla
Dwolla, Inc.
The bank transfer partner for electronically sending money online.

Terms of Use
Privacy Policy
 
Plaid
Plaid, Inc.
We may use Plaid to verify personal and financial information information that you provide to us in providing our Services to you.

Privacy Policy