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

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 Service

Privacy Policy

Dwolla

Dwolla, Inc.
The bank transfer partner for electronically sending money online.

Plaid

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