Security
Built for data this important.
Your financial data is not an advertising product. Here's exactly how we protect it.
Secure bank connections
Accounts connect through Plaid. MonthlyIQ never sees or stores your bank username or password.
Encrypted in transit and at rest
Sensitive credentials stay server-side and are never exposed to your browser.
Read-only access
MonthlyIQ can read your transactions. It cannot move money.
Never sold
Your financial data is not an advertising product. We don't sell or share it.
Strict access controls
Every record is isolated to your account and household.
Delete anytime
Disconnect an institution or permanently delete all your data in one click.